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Wealth Management Console

An advisor at Kestrel Private Bank starts the day with one question: what needs me today? This application is how they answer it — and it is built entirely from AWC UI components.

Open the applicationSwitch framework, theme, density, direction and language from inside the app.

All five are live, and the control bar switches between them without losing your place. Every number, date, string, derived series and table layout comes from @awc-ui/showcase-kit, so the only thing that differs between them is the view layer — which is what makes two screenshots comparable evidence.

BuildOpenHow it rendersWhere the language lives
HTML/html/Static pages, written at build time — no framework at allIn the URL — a page per locale
React/react/Single-page app — Vite, no meta-frameworkClient state — switches in place
Vue/vue/Single-page app — Vite, no meta-frameworkClient state — switches in place
Angular/angular/Single-page app — client-rendered onlyClient state — switches in place
Svelte/svelte/Single-page app — Vite, no meta-frameworkClient state — switches in place

A book of eight households is not a single screen with a chart on it. Every figure is a way in:

ScreenWhat it showsWhere it leads
OverviewAUM, year-to-date return against benchmark, net new money and the households needing attention, with the allocation ring and the performance curve behind themA household, or straight to the work queue
HoldingsEvery position across the book — 66 of them over 40 instruments — sortable and paged, with a second tab for the instrument universeA position’s detail, or an instrument
HouseholdOne family’s portfolios, members and corporate structure, its mandate and drift against target, proposals in flight and the activity trailA proposal, an objective, or a member
ProposalsRebalancing proposals by stage, with a four-step builder — client, risk, allocation, sign-off — that vetoes its own step changes until each is validThe proposal builder
TradeAn order ticket with live estimate, and the blotter beside itA working order
PlanningTwelve objectives with funded progress and target dates, and a what-if that reprojects a goal as you move the inputsAn objective’s projection

Wealth management was chosen because it asks for the things a dashboard never does: a form that argues back, long-running client state, and figures that have to reconcile across six screens.

  • The proposal builder is a real form. Four steps, a linear stepper that refuses to advance while a step is invalid, uncontrolled fields that keep what you typed across a re-render, a transfer list whose universe prunes itself as the constraints above it change, and a submit sequence with an undo.
  • The order ticket estimates as you type. Number fields that listen for both input and change, an autocomplete over the instrument universe, and a submit that stays soft-disabled with a single stated reason rather than silently doing nothing.
  • The organisation chart draws structure. A household’s corporate hierarchy, where selecting a member traces the connector path back to the root.
  • Three languages including a right-to-left one. English, Romanian and Arabic, with real translated content — and in the HTML build, a separate page per locale rather than a runtime switch.

Kestrel Private Bank, its advisor, households, instruments and prices are invented. The figures are internally consistent — positions sum to portfolio value, portfolios sum to household AUM, household AUM sums to the book’s €151.6m, and goal funding is computed from the stated contributions — so the drill-downs reconcile the way a real book would, but no real institution, person or security is represented.

Every date is measured from a fixed reporting date of 30 June 2026, not from the clock, so the screens say the same thing today as they will next year.