Prime
Assets Under Management
$0.00
+8.3%this quarter
Active Clients
4
+12this quarter
Avg. Performance
14.2%
+2.1%this quarter
Portfolios Managed
4
+8this quarter
Action Required
4Unknown
Portfolio drifted 5.2% from target allocation
Chen Investment Trust
Q4 performance report ready for review
Westfield Family Office
Annual compliance documentation due in 14 days
Morgan Private Wealth
New vault matching client risk profile available
Recent
New depositClient(2 hours ago)
RebalanceWestfield Family Office(5 hours ago)
WithdrawalClient(Yesterday)
Client / Portfolio
AUM
Performance
Risk Profile
Drift
Portfolio ID
Status