Portfolio Management
Statut en temps réel de tous les dossiers du cabinet.
Total AUM
€4.2B
+5.4%
Active Dossiers
1,248
+2.1%
Critical Alerts
12
Action Required
| Client Folder | Dossier ID | Last Updated | Risk Score | Status | AUM |
|---|---|---|---|---|---|
|
Lucas MARTIN
|
#FR-88210 | 2 mins ago |
|
|
€1.2M |
|
Inovatech SARL
|
#FR-44293 | 1 hour ago |
|
|
€8.4M |
|
Léa PETIT
|
#FR-22001 | Today, 09:12 |
|
|
€540k |
Affichage 1-5 sur 1,248 dossiers