Custodial Trading Dashboard
Custodial Trading Dashboard
I designed an intuitive and flexible Custodial Trading Dashboard that adapts to user roles and permissions. The interface balances real-time financial oversight with customization features for efficiency.
Key Features:
✅ Personalized Layout – Users can rearrange modules, toggle visibility, and prioritize key data.
✅ Role-Based Navigation – The left rail provides an account overview, while the center displays alerts and financial insights.
✅ Actionable Insights – Immediate notifications highlight trade failures, overdrafts, and pending approvals for quick resolution.
✅ AI-Powered Assistance – A built-in assistant offers instant query responses, making data retrieval seamless.
✅ Collapsible & Expandable Modules – Users can drill down into details or keep the view streamlined.
This dashboard enhances financial decision-making by delivering a clear, customizable, and insight-driven experience.