UpperCrust Saarthi — PMS Terminal

Uppercrust Wealth

Saarthi

PMS Terminal

Monitor▾

◉Dashboard

◈Performance

Portfolio▾

◈Clients

◇Stocks

⬡Sectors

◆Conviction Tracker

Intelligence▾

👨‍👩‍👧Family View

🩺Portfolio Health

⚙Risk Filters

📊P&L Attribution

🪙Bullion Tracker

📈Benchmark

⚡Morning Alert

Execute▾

◎Pre-Trade Sim

⧫Trade Engine

⟳Rebalancing!

◈Capital Deploy

≡Bulk Deploy

➕New Client

▣Deployment Planner

◆Scenarios

✉Communications

🏷Tag Manager!

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