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Advisor Dashboard Overview

When your contact requires a deeper look into a specific area of their financial life, your dashboard provides them individual dashboards that show them key details in the following areas: Net Worth, Investments, Accounts, Cash Flow, Goals, Insurance, and Liquidity.

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  • Advisor Home Dashboard Highlights
  • Contacts
  • Average Net Worth History
  • Investments
  • Model Assignment
  • Activity Feed/Watchlist

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