Advisor Home Dashboard Highlights

The Advisor Dashboard is the place that you will visit daily to review your book of business and any necessary key areas that you should be paying attention to.  On the dashboard, you will see the following areas that will help your business be more efficient.

  • Quick Actions
  • Activity/Watchlist
  • Model Assignment
  • Investments - Under Management and Held Away
  • Average Net Worth
  • Manager Spotlight
  • Contacts
  • Goals
  • Help Desk
  • Advisor Profile Access
  • Password Settings
  • Notifications
  • In-App Advisor/Client Messenger
  • Left Hand Navigation - Access to other key areas

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To learn more individual topics visit the Advisor Dashboard Overview

 

 

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