Build a Custom Wealth Management Dashboard Using AI in Minutes
Turn a plain-English description of your Wealth Management Dashboard into a production-ready build, from design to deployment, in minutes. No code needed.
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Emergent Key Features for Building a Wealth Management Dashboard
Review obligations, suitability currency and fee against service actually delivered.
Reviews against the Agreement
Obligations are measured against what each client was promised rather than a firm wide default, which is what a file review examines.
Fee Compared with Service Delivered
Ongoing charges are set against reviews and advice actually provided, identifying the clients where the fee cannot be justified.
Suitability Currency Monitored
Risk profiles are tracked against your reassessment period, so no portfolio sits outside a client's assessed tolerance unnoticed.
Net Flows Separated from Markets
New money and outflows are distinguished from market movement, showing whether assets grew through the business or the cycle.
Objective Progress Recorded
Each client's stated goals and progress toward them are held, which is what turns a review into advice rather than a portfolio update.
Adviser Level Obligation Load
Overdue reviews and gaps are attributed to advisers, so capacity problems are addressed before they become service failures.
Wealth Management Dashboard Use Cases You Can Build in Minutes
Separate New Money from Market Movement
Assets under management by adviser, client segment and product wrapper, net new money against outflows by month, client numbers by service tier, assets concentrated in a few clients, average assets per client and clients whose assets fell materially.
window.awbMockup = { assetsAndClient: "Build a wealth management dashboard showing assets under management by adviser, client segment and product wrapper, net new money against outflows by month, client numbers by service tier, assets concentrated in a small number of clients, average assets per client, and clients whose assets have reduced materially this year.", reviewObligation: "Build an advice service dashboard showing reviews due within the period promised in each client's service agreement, reviews completed against outstanding with days overdue, clients not reviewed within twelve months, reviews booked against those not yet scheduled, review outcomes recorded, and advisers with the largest overdue review load.", suitabilityAndRisk: "Build a suitability dashboard comparing each client's portfolio risk against their recorded risk profile, clients invested outside their assessed tolerance, risk profiles not reassessed within your policy period, clients whose circumstances changed without a suitability review, capacity for loss assessments missing, and documentation gaps against your file standard.", feeAndService: "Build a wealth fee dashboard showing ongoing fees charged per client against the service actually delivered including reviews held and advice given, clients paying an ongoing fee with no service received in twelve months, fee as a percentage of assets by segment, fee income trend, and clients where the fee is difficult to justify against delivery."};
Meet the Service Each Client Was Promised
Reviews due within the period promised in each client's service agreement, reviews completed against outstanding with days overdue, clients not reviewed within twelve months, reviews booked against unscheduled, outcomes recorded and advisers with the largest load.
window.awbMockup = { assetsAndClient: "Build a wealth management dashboard showing assets under management by adviser, client segment and product wrapper, net new money against outflows by month, client numbers by service tier, assets concentrated in a small number of clients, average assets per client, and clients whose assets have reduced materially this year.", reviewObligation: "Build an advice service dashboard showing reviews due within the period promised in each client's service agreement, reviews completed against outstanding with days overdue, clients not reviewed within twelve months, reviews booked against those not yet scheduled, review outcomes recorded, and advisers with the largest overdue review load.", suitabilityAndRisk: "Build a suitability dashboard comparing each client's portfolio risk against their recorded risk profile, clients invested outside their assessed tolerance, risk profiles not reassessed within your policy period, clients whose circumstances changed without a suitability review, capacity for loss assessments missing, and documentation gaps against your file standard.", feeAndService: "Build a wealth fee dashboard showing ongoing fees charged per client against the service actually delivered including reviews held and advice given, clients paying an ongoing fee with no service received in twelve months, fee as a percentage of assets by segment, fee income trend, and clients where the fee is difficult to justify against delivery."};
Keep Every Portfolio Inside Its Tolerance
Each client's portfolio risk against their recorded risk profile, clients invested outside their assessed tolerance, risk profiles not reassessed within your policy period, clients whose circumstances changed without a review and documentation gaps.
window.awbMockup = { assetsAndClient: "Build a wealth management dashboard showing assets under management by adviser, client segment and product wrapper, net new money against outflows by month, client numbers by service tier, assets concentrated in a small number of clients, average assets per client, and clients whose assets have reduced materially this year.", reviewObligation: "Build an advice service dashboard showing reviews due within the period promised in each client's service agreement, reviews completed against outstanding with days overdue, clients not reviewed within twelve months, reviews booked against those not yet scheduled, review outcomes recorded, and advisers with the largest overdue review load.", suitabilityAndRisk: "Build a suitability dashboard comparing each client's portfolio risk against their recorded risk profile, clients invested outside their assessed tolerance, risk profiles not reassessed within your policy period, clients whose circumstances changed without a suitability review, capacity for loss assessments missing, and documentation gaps against your file standard.", feeAndService: "Build a wealth fee dashboard showing ongoing fees charged per client against the service actually delivered including reviews held and advice given, clients paying an ongoing fee with no service received in twelve months, fee as a percentage of assets by segment, fee income trend, and clients where the fee is difficult to justify against delivery."};
Justify the Fee against What Was Delivered
Ongoing fees charged per client against the service actually delivered including reviews held and advice given, clients paying an ongoing fee with no service in twelve months, fee as a percentage of assets by segment and fee income trend.
Justify the Fee against What Was Delivered
Ongoing fees charged per client against the service actually delivered including reviews held and advice given, clients paying an ongoing fee with no service in twelve months, fee as a percentage of assets by segment and fee income trend.
Build a custom wealth management dashboard in 4 simple steps
See assets under management, review obligations and client planning progress in one view, so an advice business is run on service delivery rather than on market movement.
Start with assets under management by client and adviser, reviews due within your service commitment, suitability and risk profile currency, fees charged against service delivered, and progress against each client's stated objectives. Emergent builds around your advice proposition.
Link platform and custodian holdings, client records including risk profiles and objectives, and fee data. Emergent joins what a client pays to the service they actually received, which is the question a regulator and a client both ask.
Ask to add a service tier, alter a review frequency, change how suitability is assessed or add a fee structure, and obligation tracking rebuilds around each agreement.
Deploy one build where each adviser sees their own clients and obligations and management sees assets, review completion and fee against service across the firm.
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Why choose Emergent?
Most tools give you a demo you have to rebuild. Emergent gives you a product that is ready to run.
| Comparison | Other Tools |  |
|---|---|---|
| Built for | Demos and MVPs | Products you keep growing |
| What you get | Front end shell only | Full stack, wired end to end |
| Backend and database | Set it up yourself | Built and connected for you |
| Customization | Surface level styling | Deep workflow control |
| Integrations and APIs | Manual glue work | Connected from a prompt |
| Code ownership | Locked to the platform | Clean code you can export |
| Time to launch | Weeks of patching and setup | Live the same day |
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