RM's Dashboard - Portfolio Overview
It's designed for an RM to look into portfolios of the clients and manage their assets.
Top Features:
1. Filters to optimise instruments (Summary display)
2. Top 4 highlighted widgets (Total AUM, Schemes, etc)
3. Create your own set of Assets, holders etc to check the current market value and graphs.
app
assest manager
dark mode
dashboard
design
filters
fintech
graphs
investment
investment platform
light mode
market value
menu
portfolios
rm dashboard
summary
toggles
ui
uiux
website
View all tags
Posted on
Oct 8, 2022
More by Swati Verma View profile
Like