Welcome back, Admin!
Here's an overview of your wealth management system.
System Overview
Current status and performance metrics
Operational
All Systems Online
Total Clients
1,242
Monthly Revenue
$186,420
Avg. Growth Rate
12.4%
Pending Tasks
24
Monthly Revenue
Client Distribution
Recent Activity
View All| User | Activity | Time | Status |
|---|---|---|---|
John Smith
|
Completed financial review | 2 hours ago | Completed |
Sarah Johnson
|
Requested tax consultation | 4 hours ago | Pending |
Michael Chen
|
Updated investment portfolio | 1 day ago | Completed |
Emily Parker
|
Scheduled quarterly review | 2 days ago | Scheduled |
David Wilson
|
Submitted expense report | 3 days ago | Completed |
System Health
Database Performance
98%
API Response Time
120ms
Server Uptime
99.9%
Upcoming Tasks
Quarterly Financial Review
Due in 3 days
System Maintenance
Scheduled for next week
Client Onboarding
2 new clients to process
Tax Filing Deadline
2 weeks remaining