Description
🏦 Wealth Management Dashboard 📡
🎚️ Theme: Powder Blue Lux · Power BI
The Wealth Management dashboard turns day-to-day banking & finance data into a clear, decision-ready view. Built on a clean, light Power BI canvas, it brings the metrics that matter — Total Assets under Administration, Total Clients, Total Fees, Net Flows, Fee Rate and Segment Assets under Administration — together on a single interactive page so trends, outliers and progress against target are obvious at a glance.
⚡ Key Features:
✅ Total Assets under Administration
✅ Total Clients
✅ Total Fees
✅ Net Flows
✅ Fee Rate
✅ Segment Assets under Administration
✅ Region Assets under Administration
✅ Headline KPI cards
✅ Share-of-total donut breakdown
