Investments

Investments

The Investments widget is located on the Advisor's Home Dashboard and can be used to monitor your Investments both Managed and Held Away Accounts.  From this dashboard, you can view:

  • Number of Managed/Held Away Accounts
  • AUM amounts in both Managed/Held Away
  • Number of Accounts and Portfolios that need to be Rebalanced
  • Breakdown of Asset Classes in both types of accounts

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In the Contact Profile, you can view the holdings and accounts that need to be rebalanced along with other important data.

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Click here to learn more about Trading and Rebalancing.

 

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