Investment and Mutual Funds Admin Dashboard Template – Do you know peeps… decade back how things used to be…..earlier there were very few tools purpose-built to make DIY investing accessible.  
And there was certainly a lack of platforms explicitly meant to help investors manage and grow their own portfolios. 
While we’ll always be thankful for solutions like this that paved the way for personal finance software, Dashboard Template we’re also happy that we’re now about to move beyond them. 

InvestX- Admin Dashboard – LTR – Light

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InvestX- Admin Dashboard – LTR – Light

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InvestX- Admin Dashboard – LTR – Light

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InvestX- Admin Dashboard – LTR – Light

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InvestX- Admin Dashboard – LTR – Light

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InvestX- Admin Dashboard – LTR – Light

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InvestX- Admin Dashboard – LTR – Light

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If you’re still connected to spreadsheets and calculators and manual processes, it’s time you adorn the new era of the automated financial Dashboard Templates.

Why to Build a Dashboard for Your Investment Portfolio?

Sounds nice and all, but what makes an investment dashboard a must-have?

There are a handful of reasons it’s critical for the modern, hands-on investor to use one. 

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High Level Design

Overview

The investment portfolio Bootstrap Templates is meant to keep investment managers up to date with portfolio performance and allocations. The data will allow managers to change allocations on the fly as well as keep their clients informed on performance.

Goals

• Report and analyze stock trends to better allocate future investments.
• Understand the market and the direction it is heading.

What is a Financial Dashboard?

A financial Bootstrap Admin Dashboard is a business intelligence tool that allows finance and accounting teams to visualize, track, and report on financial KPIs. Modern Admin Dashboard Template go beyond simple visualization and reporting by leveraging financial analytics to synthesize disparate financial and accounting data and allow analysts to more deeply explore the data and find insights that will reduce costs and improve profitability.

A key goal of an investment dashboard is to make your every investment, account, and other asset type visible and accessible. 

But why does this matter?

It provides insight into how your assets play together to impact your net worth. One asset bringing down your overall progress? You’ll be able to spot it and swap it out when you have a transparent view of your portfolio. 

Is SIP a dash investment?

A Systematic Investment Plan (SIP), more popularly known as SIP, is a facility offered by mutual funds to the investors to invest in a disciplined manner. SIP facility allows an investor to invest a fixed amount of money at pre-defined intervals in the selected mutual fund scheme.

InvestX- Horizontal Dashboard – LTR – Light

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InvestX- Horizontal Dashboard – LTR – Light

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InvestX- Horizontal Dashboard – LTR – Dark

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Mutual Fund Analytics for Investment Management Organization

Mutual Fund Admin Dashboard Template is designed to enhance clients Investment and Assets Under Management (AUM) with paid interest. It is to analyse effectiveness with large number of branches that carrying out clients having different type of investment and transaction based on time. It helps stock trader to track investment and client’s overall details by getting right metrics anytime, anywhere. Mutual fund allows you to discover why your customers and their investments are dropping in some areas. The dashboards can help you filter out data at multiple levels. For example, one can see client’s performance by investment time, fund strategy to increase clients by city and/or branch.

Mutual fund dashboard provides following advantages to organization and stock traders:

• Get analysis of time-based investment vs AUM and paid interest of clients, including running total with advisor
• Identify investment vs AUM running total and average CAGR with absolute return
• Examine city and time wise clients and their investment
• Get understanding of state and district wise highest depositors and total ledger with registered and pending numbers
• Analyse KYC completed client’s details
• Understanding of state and client wise transaction and brokerage with bill amount and other charges
• Analyse top-bottom brokerage and expense by clients with highest transaction, clients with highest turnover and highest paid brokerage
• Identify items available quantity and total bags detail in city and warehouse

Let us know more about Mutual Fund Dashboard

A fund performance Admin Dashboard Template is like a report card of all the funds. You can view their past performance against respective benchmarks, latest NAV, and daily AUM, all at one place.
When we think of investments, it’s natural to ask how much return we will earn. While the answer is straightforward for fixed deposits, and other traditional saving schemes, it is not so for mutual funds. Conventional savings products offer a guaranteed rate of return that we are familiar with. Hence choosing any of these products to put our savings is an easier decision. But with Mutual Funds Bootstrap Admin Dashboard, it can seem complicated with hundreds of schemes to choose from when it’s not humanely possible to be familiar with all of them.
This is where a fund performance dashboard can come handy. A fund performance dashboard is like a report card of all the funds. You can view their past performance against respective benchmarks, latest NAV, and daily AUM, all at one

Know more about Dashboard Investment
For the purposes of this article, we’ll define an investment Admin Dashboard Template as a digital tool, usually a web and/or mobile app, for tracking and managing investments. The goal of an investment Admin Dashboard is ultimately to help you organize, improve, and hopefully even add automation to the process of investing.
Goal of Investment Dashboard

The goal of an investment Bootstrap Admin Web App is ultimately to help you organize, improve, and hopefully even add automation to the process of investing. 
Many investment dashboard tools are accessible to digital investors, as well as wealth management personnel they may work with. Organizations that sell personalized planning services often offer simple investment dashboards to engage users. Other offerings, like the one we’ll walk you through later, are free-standing.