Client Dashboard Structure
1. Client Profile Overview
- Personal Information and Key Contacts
- Investment Goals and Risk Tolerance
- Important Dates (Account Reviews, Tax Deadlines)
- Communication Preferences
2. Financial Summary
- Total Assets Under Management
- Portfolio Performance Metrics
- Asset Allocation Overview
- Historical Returns Analysis
3. Interaction History
- Recent Communications Log
- Meeting Summaries and Action Items
- Service Requests and Resolution Status
- Communication Frequency Analysis
4. Investment Preferences & Restrictions
- Investment Mandates
- ESG Preferences