CF
Demo AdvisorManaged clients
89
+4 this month
Total AUM
€12.4M
Assets Under Management
Avg performance YTD
+6.2%
vs benchmark +4.1%
Appointments this week
14
4 today
Today's appointments
18 March 202609:30
Roberto Ferrara
Q1 portfolio review
11:00
New client
MiFID profiling
14:30
Maria Stella
Rebalancing
16:00
Andrea Moretti
Succession advisory
Aggregate allocation
€12.4M
Total AUM
Bonds
35%Equities
30%Balanced funds
20%Cash
10%Alternatives
5%Featured portfolios
| Client | Risk profile | AUM | Performance YTD | Last rebalancing |
|---|---|---|---|---|
| Roberto Ferrara | Balanced | €156,000 | +7.1% | 15 Mar |
| Maria Stella | Conservative | €89,000 | +3.2% | 10 Mar |
| Andrea Moretti | Dynamic | €234,000 | +9.8% | 12 Mar |
| Lucia Palmieri | Conservative | €67,000 | +2.9% | 8 Mar |
| Paolo Ferretti | Aggressive | €312,000 | +12.4% | 14 Mar |
Compliance
Expired MiFID profiles
3KIDs to update
2Next audit
15 AprOverall compliance
94%Performance by asset class
Equities+8.4%
Bonds+3.1%
Balanced funds+5.7%
Alternatives+2.3%
Cash+0.8%
Weighted average+6.2%
Recent activity
Portfolio rebalancing
Roberto Ferrara · 15 Mar
New MiFID profiling
Elena Bianchi · 14 Mar
Fund subscription
Paolo Ferretti · 14 Mar
Quarterly report sent
Maria Stella · 13 Mar
KID update
System · 12 Mar