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Operational Dashboard
Open Enquiries0across all advisersView all
SLA Breaches0require immediate attentionView all
FCA Complaints0None activeView all
Total AUM£43.3bnacross all active client fundsView all
Adviser Workload
AdviserOpen EnquiriesSLA BreachedResolvedAvg ResolveAUMReviews DueMeetings/Wk
Upcoming Reviews
No reviews scheduled
Overdue Actions (0)
No overdue actions
Capacity Heat MapThis Week27 Apr1 May

No meetings data loaded.

Blue intensity = meeting count per day.

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Executive View

Portfolio Health
Portfolio Healthy
£0.0bn
Total AUM
0
Open Enquiries
0
SLA Breached
0
Key Date Alerts
Enquiry Status
AUM Trend (£bn)
simulated
Meeting Activity
0 of 0 completed0%
Suggested Actions
Market Pulse
simulated
FTSE 1008,432+0.4
Gilt 10yr4.23%-0.03
BoE Rate4.25%0
MSCI World3,912+0.6
Regulatory Intel
TPR14 Apr 2026

New DB funding code: triennial valuations must use prescribed stress tests from Oct 2026

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