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
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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
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Customers using Retool like this
View customer storiesDavid Boskovitz
Software Engineer at Envoy
As an engineer, I love Retool. My team now builds much-needed tools for customer support instantly. Also love how it's so hackable - there's little we can't do.
Adam Louie
Senior Director of Business Operations at LeadGenius
Retool has enabled us to completely remodel and refine our systems, which in turn has freed up valuable engineering resources equivalent to 2-3 full stack engineers.
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.
