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

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

Procurement Analytics Dashboard

This procurement analytics dashboard is a data-driven tool that allows you to analyze and visualize procurement data to make informed business decisions.

See a live demo ↗

Compensation Dashboard

This compensation dashboard template allows you to manage and analyze compensation data through an intuitive interface.

See a live demo ↗

Explore more Finance templates

Automated Payroll System

This app streamlines the payroll process by automatically calculating employee salaries, deductions, and benefits based on a comprehensive dataset.

See a live demo ↗

Credit Card Authorization Form Template

This credit card authorization form template provides a customizable way to organize credit card authorization, allowing users to easily input, review credit card applicants, and manage their data.

See a live demo ↗

Explore other templates

Sync Shopify Orders with Quickbooks

Automatically synchronize your Shopify orders with QuickBooks to streamline your accounting process. Keep your financial records up to date and ensure accurate reporting by seamlessly integrating your Shopify sales data with QuickBooks. Simplify your order management and financial tracking with this powerful synchronization tool.

See a live demo ↗

Tenant Management Dashboard

This app is a tenant management dashboard that allows you to manage and analyze tenant-related data efficiently.

See a live demo ↗

MongoDB Dashboard

A dashboard for visualizing core business metrics, built on MongoDB. This app lets you look through customer trends and take action on your data.

See a live demo ↗

Financial Health Dashboard

This financial health dashboard provides a comprehensive overview of your financial data, helping you track and manage your financial health effectively.

See a live demo ↗

Customer Analytics Dashboard

This app is a customer analytics dashboard that provides detailed insights and analysis based on a dataset, helping you understand your customer's behavior and preferences.

See a live demo ↗

Accounts Receivable Dashboard

Efficiently manage cash flow. Track outstanding invoices, payment status, and customer balances for streamlined accounts receivable processes.

See a live demo ↗

Marketing Dashboard

This app provides a marketing dashboard that consolidates key marketing metrics and data for a comprehensive view. Analyze campaigns, measure performance, and optimize marketing strategies for better results.

See a live demo ↗

Employee Performance Dashboard

This app provides a visual representation of employee performance metrics, allowing managers to easily track and analyze their team's progress and achievements.

See a live demo ↗

Customers using Retool like this

View customer stories↗

“
These tools took months to build, but without them, our operators were completely blocked.

Rohan Chopra

Director of Engineering at Doordash

“
Engineers tell me it'll take a day, but it always takes a week. Retool gives me every tool I want, in just a few hours. It's changed the trajectory of our business.

Duncan Winter

Head of Product at LeadGenius

More data sources you can power a Dashboard with

Databases

MSSQL

Postgres

Snowflake

APIs

REST API

Google Cloud Storage

Frequently Asked Questions

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.

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.

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.

Supercharge your business today.

Start building an internal tool or customer portal in under 10 minutes.

Book a demo

Wealth Management Dashboard

How this template works

Explore more Dashboard templates

Procurement Analytics Dashboard

Compensation Dashboard

Explore more Finance templates

Automated Payroll System

Credit Card Authorization Form Template

Explore other templates

Sync Shopify Orders with Quickbooks

Tenant Management Dashboard

MongoDB Dashboard

Financial Health Dashboard

Customer Analytics Dashboard

Accounts Receivable Dashboard

Marketing Dashboard

Employee Performance Dashboard

Customers using Retool like this

“
These tools took months to build, but without them, our operators were completely blocked.

“
Engineers tell me it'll take a day, but it always takes a week. Retool gives me every tool I want, in just a few hours. It's changed the trajectory of our business.

More data sources you can power a Dashboard with

Databases

APIs

Frequently Asked Questions

What is Retool?

Who uses Retool?

What databases does Retool support?

Supercharge your business today.

Wealth Management Dashboard

How this template works

Explore more Dashboard templates

Procurement Analytics Dashboard

Compensation Dashboard

Explore more Finance templates

Automated Payroll System

Credit Card Authorization Form Template

Explore other templates

Sync Shopify Orders with Quickbooks

Tenant Management Dashboard

MongoDB Dashboard

Financial Health Dashboard

Customer Analytics Dashboard

Accounts Receivable Dashboard

Marketing Dashboard

Employee Performance Dashboard

Customers using Retool like this

“These tools took months to build, but without them, our operators were completely blocked.

“Engineers tell me it'll take a day, but it always takes a week. Retool gives me every tool I want, in just a few hours. It's changed the trajectory of our business.

More data sources you can power a Dashboard with

Databases

APIs

Frequently Asked Questions

What is Retool?

Who uses Retool?

What databases does Retool support?

Supercharge your business today.

“
These tools took months to build, but without them, our operators were completely blocked.

“
Engineers tell me it'll take a day, but it always takes a week. Retool gives me every tool I want, in just a few hours. It's changed the trajectory of our business.