$6.99
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Finance dashboard template
Aurum Wealth Management Dashboard Template
Aurum is a single-file HTML dashboard for a private wealth desk: AUM, net flows, allocation, holdings, performance, fees, and 58 household relationships.
Aurum is an advisory desk dashboard template for a private wealth management firm. It is one self-contained HTML file, dark themed with a champagne gold accent, organized into five views: The Book, Holdings, Performance, Income and Fees, and Households. The sample data is a senior advisor's book at quarter close: $412,386,240 of discretionary assets across 58 households and 214 accounts, with custody at Pershing and Fidelity IWS.
Aurum's Book view leads with the AUM figure, up $6.94M or 1.71% on the month, next to an allocation ring with 6 sleeves, leader-line labels, and dollar values per sleeve, plus Q2 net flows of $9.36M in contributions against $4.71M in withdrawals. A dated desk-notes ledger records operational events like the ADV mailing acknowledged by 55 of 58 households. Holdings lists the 15 largest of 212 instruments with weight, cost basis, market value, unrealized gain or loss, and a 30-day sparkline per row; selecting a row opens a position card with indicated yield and household count. Performance charts growth of 100 across 60 monthly observations against a 60% MSCI ACWI and 40% US Aggregate benchmark, with an animated TWR and MWR toggle, a drawdown chart, and 5 trailing-return cells. Income and Fees holds a Q3 distribution calendar with dated dividend, coupon, and sweep entries, a fee stack waterfall reconciling management, custody, and fund expenses to a 0.62% blended cost, and a 12-month projected income chart. Households lists all 58 relationships with risk-band chips and review dates, plus an aging panel for overdue annual reviews.
What is inside Aurum
- AUM panel with a $412,386,240 figure, month-over-month delta, and household and account counts
- Allocation ring with 6 sleeves and leader-line labels showing percentages and dollar values
- Q2 net flows bars: $9.36M contributions, $4.71M withdrawals, $4.65M net
- Holdings table of the 15 largest of 212 instruments with weight, cost basis, market value, unrealized G/L, and 30-day sparklines
- Position card with indicated yield, household count, and first-acquired date per instrument
- Growth-of-100 chart across 60 monthly observations against a 60/40 benchmark, with a TWR and MWR toggle
- Drawdown chart with the maximum drawdown called out by month
- Q3 distribution calendar with dated dividend, coupon, and sweep entries across 3 month columns
- Fee stack waterfall reconciling management, custody, and fund expenses to a 0.62% blended all-in cost
- Household register of 58 relationships with risk-band chips, review dates, and an aging-reviews panel
Specifications
| Format | Single self-contained HTML file; zero dependencies, no build step |
|---|---|
| Theme | Champagne Ink |
| Mood | Dark |
| Category | Finance |
| Price | $6.99, one-time |
Who Aurum is for
Aurum serves senior advisors, who review the book before client packets mail: AUM movement, flows, policy drift, and which households are due a review.
Portfolio managers work Holdings and Performance, checking single-name concentration against the 6.0% ceiling and composite return against the 60/40 benchmark.
Client service associates use Households to schedule annual reviews and chase the aging list before a relationship passes the 365-day policy window.
Compliance officers read the desk-notes ledger and the fee stack, which states the blended 0.62% all-in cost.
When to reach for it
Aurum fits quarter close, the moment a desk produces its exact artifacts: performance packets, the distribution calendar, the fee reconciliation, and the review schedule. It replaces the slide deck assembled from three systems with one page per question.
It also suits client review preparation. The household card shows assets, share of book, accounts, risk band, cash sleeve, and last and next review dates in one place, so prep for a meeting takes minutes instead of a CRM query.
Independent RIAs choose it because there is no BI tool to configure. The file runs in a browser, the data lives in labeled arrays, and a Refresh pricing button demonstrates how a live custodial feed would wire in.
Frequently asked questions
Is this meant for client-facing use?
No, Aurum is styled as an internal desk console rather than for client-facing use. The demo persona is a senior advisor reviewing her book at quarter close, and the layout assumes that audience: firm-wide AUM, composite performance, and the full household register.
How do I replace the sample households?
The sample households are replaced in the generator near the bottom of the file, where the 58 households come from a surname list and a seeded random function. Swap in your own array of names, AUM, risk bands, and review dates, and the list, detail cards, review schedule, and aging panel all recompute from it.
Does the performance chart use real market data?
No, the performance chart does not use real market data: the composite and benchmark series are simulated with a seeded random generator so the page renders identically on every load. Replace the PERF arrays with your own monthly observations and the chart, drawdown panel, and trailing-return cells update automatically.
What does the Refresh pricing button do?
The Refresh pricing button simulates a repricing cycle: each holding's market value jitters by a small random amount, the table and position card re-render, and the as-of timestamp updates to the current time. The button demonstrates exactly where a live custodial feed would connect.
