Data Visualization
Enterprise-grade charting and data grid capabilities for wealth management analytics.
Pit Stop Quick Brief
Milemarker Data Visualization provides 30+ chart types and an enterprise-grade data grid designed specifically for wealth management. Analyze AUM trends, portfolio performance, risk metrics, and client analytics with interactive visualizations that update in real-time from your Data Engine.
Milemarker Chart Library
Over 30 chart types optimized for financial data analysis and wealth management reporting.
Standard Charts
8 chart typesFinancial Charts
6 chart typesRadial Charts
6 chart typesHierarchical Charts
3 chart typesFlow Charts
2 chart typesFunnels & Gauges
6 chart typesWealth Management Use Cases
AUM Analytics
Bar charts and waterfall diagrams for tracking assets under management by quarter, segment, and advisor.
Performance Tracking
Line charts comparing portfolio returns against benchmarks with range areas showing confidence bands.
Risk Analysis
Scatter plots for risk vs return profiles, radar charts for multi-factor portfolio scoring.
Client Segmentation
Bubble charts for AUM vs tenure analysis, pyramids for wealth tier distribution.
Fund Flow Analysis
Sankey diagrams visualizing capital movement between segments and asset classes.
Goal Tracking
Radial gauges and bullet charts for KPI dashboards, progress meters for retirement funding.
Milemarker Data Grid
Enterprise-grade data grid with advanced sorting, filtering, grouping, and pivot capabilities for handling millions of records.
Multi-Column Sorting
Sort by multiple columns simultaneously. Click headers to toggle sort direction with visual indicators.
Advanced Filtering
Text, number, date, and set filters. Floating filters for quick access. Quick filter for global search.
Row Grouping
Group rows by any column. Expand/collapse groups. Aggregate values with sum, avg, min, max, count.
Pivot Tables
Transform data into pivot tables dynamically. Rotate rows to columns for cross-tabulation analysis.
Cell Selection
Select individual cells or ranges. Excel-like selection with keyboard navigation. Copy selected data to clipboard.
Inline Editing
Edit cells directly in the grid. Text, number, date, and dropdown editors. Validation and undo support.
Export & Performance
Excel Export
Export to Excel with styles, formulas, and formatting. Supports grouped and pivot data.
Clipboard Operations
Copy and paste to/from Excel. Paste multiple cells at once with smart formatting.
Virtualization
Row and column virtualization for handling millions of records with smooth scrolling.
Enterprise Features
Advanced capabilities for complex data analysis and reporting requirements.
Server-Side Processing
Handle massive datasets by processing sorting, filtering, and aggregation on the server. Load data on-demand as users scroll.
Integrated Charting
Create charts directly from grid data. Select ranges and generate visualizations with one click. Chart types sync with grid updates.
Master/Detail Views
Nested grids for hierarchical data. Expand rows to reveal detail records. Perfect for client accounts with multiple holdings.
Tool Panels
Column visibility controls, filter management, and custom side panels. Users can configure their view without developer help.
Tree Data
Display hierarchical data with expandable rows. Perfect for org charts, account hierarchies, and folder structures.
Context Menus
Right-click context menus with custom actions. Export, copy, filter, and more from any cell or row.