Copilot-FA-Dashboard (TEST Image)

Copilot-FA-Dashboard (TEST Image)

Copilot-FA-Dashboard (TEST Image)(Chart Properties)

// Notes //

We were brainstorming with AI on some insights as to how Financial Advisors present their dashboards to their clients as a 1-2 pager snapshot. This is one of the generated images.

We’ve had a few discovery meetings with a few financial advisors, and all of them wanted for us to invest with them and their products/services. We said no as we’ve mentioned that we’re only looking for an overview and an assessment of our current financial position and not a complete overhaul or a restructure. We’ve decided to DIY our approach.

We don’t think a 3-page PDF of chart properties for a 1-pager is necessary, but it does give us a better idea in terms of how to approach our DIY Dashboard design. Once the designs are done, we'll then test sustainability and easy of use for automation, and then decide if AI Agents are necessary or not.