AUM_TOTAL
Total Portfolio
$4.2M
+8.3%vs last month
CLIENTS_ACTIVE
Active Clients
1,847
+124vs last month
FICO_AVG
Avg Credit Score
718
+14 ptsvs last month
DELINQ_RATE
Delinquency Rate
2.4%
-0.3%vs last month
PRIMARY_SCORE
771
/ 850
Marcus Webb
VERY_GOOD
+12 pts
30D_CHANGEPayment History
96%
Credit Utilization
28%
Account Age
72%
PORTFOLIO_PERFORMANCE
$4.2M +8.3%
AUM
REVENUE
YTD Return
+18.4%
Sharpe Ratio
1.84
Beta
0.72
Max Drawdown
-4.2%
RISK_DISTRIBUTION
68
LOW_RISK
68%
1256 clients
22
MED_RISK
22%
406 clients
10
HIGH_RISK
10%
185 clients
SECTOR_EXPOSURE
Consumer
42%
Auto
28%
Mortgage
18%
Business
12%
CLIENT_ROSTER
Active Accounts
CLIENT_ID
NAME
FICO_SCORE
CHANGE
RISK
BALANCE
STATUS
#4821
Marcus Webb
771
+12
LOW
$124,500
ACTIVE
#3307
Priya Nair
698
+62
MED
$67,200
ACTIVE
#5512
Devon Okafor
742
+5
LOW
$89,000
ACTIVE
#2291
Lena Hartmann
581
-23
HIGH
$31,800
REVIEW
#8844
Tomás Reyes
614
-8
HIGH
$18,400
FLAGGED
#1103
Yuki Tanaka
803
+3
LOW
$210,000
ACTIVE
SHOWING 6 OF 1,847 CLIENTS
SCORE_TREND_12M
+91 pts
680 → 771
IMPROVING
QUICK_ACTIONS
SYSTEM_STATUS
Data Feed
LIVE
Credit Bureau
SYNC
Risk Engine
ACTIVE
Fraud Detection
ALERT