Client Portal
Manage your investment clients and their portfolios
Total Clients
48
+6 this month
Total AUM
$37.8M
+$4.2M YTD
Active Properties
126
+12 this quarter
Avg Portfolio
$787K
+8.2%
Active Clients
Robert Johnson
robert.johnson@email.com
+61 412 111 222
Total Investment
$1.85M
Properties
2
Total Equity
$490K
Cash Flow
$830/mo
Capital Growth
Tax Benefits
Member since May 2023 • Advisor: Sarah Mitchell
Amanda Wilson
amanda.wilson@email.com
+61 423 222 333
Total Investment
$950K
Properties
1
Total Equity
$350K
Cash Flow
-$150/mo
Capital Growth
Portfolio Expansion
Member since January 2024 • Advisor: Michael Chen