Pie chart for Wealth Overview on Client Portal

I’d suggest on the client portal with the Wealth Overview, there should be a pie chart showing the breakdown of the ‘Wealth’ - e.g. property, investments, pensions etc. so it’s a quick snapshot to show where the wealth figure comes from and clients can click through via each slice to ‘explore’ further.

As it stands now, it’s not obvious to clients and there is only a small button to ‘explore’.

A recent client feedback of the Client Portal was that he thought the wealth figure stated was a typo of his investment value as he didn’t realise this was ‘wealth’ (Net worth) and didn’t realise he can click through the ‘explore’ button.