AshtonCrest
Financial Insights
Comprehensive analytics and performance metrics for your advisory practice
Total Assets
$24,400,000
+12.5% from last month
Total Clients
4
+2 new this month
Avg Assets/Client
$6,100,000
+8.2% from last month
Active Scenarios
4
4 reports generated
Assets by Risk Tolerance
Assets Under Management by Advisor
Monthly Growth Trend
Investment Scenario Projections
Client Distribution and Performance Metrics