WealthConnect
WealthConnect

  • Dashboard
  • Clients
  • Products
  • Quotations
  • Orders

  • Settings

Dashboard

Total Clients

1,248

+12% from last month

Active Quotations

32

5 pending approval

Pending Orders

15

3 require action

Assets Under Management

$2.4B

+8.5% YTD

Portfolio Performance
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Recent Activity
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