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RIA: Solution

Advisor Dashboard

Everything within Alto is designed to feel modern, elegant, and simple to use—and that starts with our Advisor Dashboard.

Think of it as your home base. We deliver your full book of business right to your fingertips with only the essentials in a powerful view so you know exactly how your practice and clients are doing.

Team

PM:

@Alex Pliskin⁠

Design:

@Ced Funches⁠

Engineering: @mention the person

Problem

Financial advisors need a modern and elegant dashboard experience to quickly assess their book of business, client assets and performance, and the overall health of their investment offerings

Solution

How are you solving this problem? Help the team imagine the possibilities and sense the scope.

Goals

Real-time visibility into AUM and cash flow changes.

Clean, modern experience that garners praise for ease of use.

Micro-service? Top Alternatives into an Actionable Area

Micro-service? Top Clients

Completely reimagine the current experience

Visuals

Mocks or prototypes of the experience. Figma.

Figma Prototype Embed here

Milestones

Dogfood (date)

Beta (date)

Public Launch (date)

Thoughts / Questions

ENG

Thoughts / Questions

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