Wealth Management Dashboard
This app is a comprehensive tool for managing your finances, providing a detailed overview of your wealth based on a dataset, allowing you to track, analyze, and optimize your financial health.
Dashboard
Finance
Skip to main content
MSSQL
Postgres
Snowflake
REST API
Google Cloud Storage
S3What is Retool?
Who uses Retool?
What databases does Retool support?
How this template works
Retool allows you to bring your data to life to make powerful internal tools with both pre-made and custom components.
Learn about how Retool works- Click 'Try this template' to import this wealth management dashboard template and create an organization.
- Edit your generated application visually by dragging-and-dropping components and writing queries against your pre-populated Retool Database.
- Extend this application by connecting to your own database to start building powerful internal tools.
Explore more Dashboard templates
Explore more Finance templates
Customers using Retool like this
View customer storiesRohan Chopra
Director of Engineering at DoorDash
Investing in internal tools used to be a difficult and polarizing trade-off; Retool helped us to shift that paradigm by making tools a quick and painless part of any project, saving us countless hours of operator and engineering time.
Dean McRobie
CTO at CommonBond
I tell every technology leader I talk to that they should look at Retool as a way to reduce the burden of building admin UIs and democratize that kind of stuff across their company.
More data sources you can power a Dashboard with
Databases
MSSQLPostgresSnowflakeAPIs
REST APIGoogle Cloud StorageS3Frequently Asked Questions
What is Retool?
Retool is a development platform that allows developers to quickly build custom internal tools and dashboards for their businesses. Retool offers a drag-and-drop interface and pre-built components, making it easy to create applications while writing little code.
Who uses Retool?
Retool is used by a variety of businesses, from small startups to large enterprises, across industries such as healthcare, finance, and e-commerce. Retool is particularly useful for businesses that rely heavily on internal tools and dashboards to run their operations, as it allows for the creation of custom applications tailored to their specific needs.
What databases does Retool support?
Retool supports a wide range of databases, including MySQL, PostgreSQL, Microsoft SQL Server, Amazon Redshift, and Google BigQuery. Retool also offers integrations with popular APIs and services such as Stripe, Twilio, and Slack, making it easy to incorporate data from these sources into Retool applications. Here is a list of all our different integrations.