Dashboard
Overview of your clients, assets under management and activity.
Clients
8
in your book
Assets under management
1.272.400 €
across portfolios
Active sessions
8
with positions
Clients
Your book of clients
View all
AS
Anna Schmitt
anna.schmitt@example.de
100.000 €
TS
Tobias Schmitt
tobias.schmitt@example.de
50.000 €
LW
Lukas Weber
lukas.weber@example.de
15.500 €
CH
Clara Hoffmann
clara.hoffmann@example.de
38.200 €
FB
Friedrich Braun
friedrich.braun@example.de
854.000 €
SF
Sophia Fischer
sophia.fischer@example.com
64.000 €
JK
Jonas Keller
jonas.keller@example.de
28.700 €
MR
Marlene Richter
marlene.richter@example.de
122.000 €