Client Portfolio Management
Budget: ₹1,500 – ₹12,500 INR
I need a dashboard for my clients. It should have these requirements:
1.Admin & User Login system.
2.Clients are added by admin only.
3.Reset password for clients.
4.Clients can only view the dashboard, they should not be allowed to edit any details.
5.Dashboard should display only details of logged in user.
6. Dashboard should display client goals and planning added by admin.
7. Dashboard should display portfolio data as per screenshot.
8. Option to add more portfolio goals.
9. A pie chart to show the targeted goal amount and current amount, means it should be 100% when targeted amount is filled, or else it should show the pie % of current invested amount.
1.Admin & User Login system.
2.Clients are added by admin only.
3.Reset password for clients.
4.Clients can only view the dashboard, they should not be allowed to edit any details.
5.Dashboard should display only details of logged in user.
6. Dashboard should display client goals and planning added by admin.
7. Dashboard should display portfolio data as per screenshot.
8. Option to add more portfolio goals.
9. A pie chart to show the targeted goal amount and current amount, means it should be 100% when targeted amount is filled, or else it should show the pie % of current invested amount.