Executive Dashboard for Private Asset Management - screenshots from a major bank
These enterprise dashboard screenshots are hard to read, but worth squinting at. Thanks to the hard work of a well-placed Dashboard Spy at a major banking enterprise, we can see the screen flow for a wealth management client. We start off with the basics - Current asset mix, breakdown of accounts, client details, risk profile. Then the application moves across tabs into the Investment Planning tab which follows the investment framework of the bank. There is a checklist to follow which produces an Investment Profile and Plan. The screenshots even show the edit mode. Enjoy and, shh… don't tell anyone!







So what or who is The Dashboard Spy? As his about page states, The Dashboard Spy is just a guy interested in the design of enterprise dashboards. He could not find any executive dashboard design source books (or even screenshots of real business dashboards) and so set about creating his own. Finally convinced to post his extensive collection of dashboard screenshots online, he was amazed to find how popular it has become. If you have a nice screenshot of a digital dashboard, balanced scorecard, or any business intelligence graphic to share, please send an email to info _at_ dashboardspy.com. Also check out The Dashboard Spy's favorite books.
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