Client Roster
Manage your client relationships and portfolios
Total Clients
5
Active Clients
3
Total Properties
11
Assets Under Mgmt
$9,170,000
JW
James Wilson
Since Mar 2022
Active
james.wilson@email.com
+61 412 345 678
Properties
3
Portfolio Value
$2,450,000
Total Equity
$890,000
SC
Sarah Chen
Since Aug 2022
Active
sarah.chen@email.com
+61 423 456 789
Properties
2
Portfolio Value
$1,770,000
Total Equity
$620,000
MT
Michael Thompson
Since Nov 2021
Active
m.thompson@email.com
+61 434 567 890
Properties
5
Portfolio Value
$4,200,000
Total Equity
$1,850,000
ER
Emma Roberts
Since June 2023
Pending
emma.r@email.com
+61 445 678 901
Properties
1
Portfolio Value
$750,000
Total Equity
$180,000
DP
David Park
Since Jan 2024
Pending
david.park@email.com
+61 456 789 012
Properties
0
Portfolio Value
$0
Total Equity
$0