Admin Dashboard [FILE_F]
Portfolio & Pending Actions
Total Net Worth
Total Net Invested
Total P/L
Next 30d Cashflow
Allocation by Category
Cashflow (Cumulative)
Pending Actions
Admin Only
Total Fees Generated
A$0.00
Management Fee + Service Fee across assets
Flagged Items (Overdue)
None
Client Note (Private)
Client preferences, meeting focus, etc. (not visible to client)