Know Where You Stand with Dashboards

Packaged dashboards help your advisors monitor their engagements with existing clients, spot trends, and identify opportunities to bring in more business. You can customize these dashboards and create others using the underlying reports and custom report types provided in the extension package.

My Book of Business - Overview dashboard

My Book of Business - Overview
Manage your existing book of business with insights about AUM, wallet share, held-away assets, and financial account totals by client.
My Book of Business - Engagement Opportunities
Deepen client relationships by tracking upcoming client reviews, birthdays, and other relationship touchpoints.
My Book of Business - Sales & Opportunities
Grow your book of business by identifying new AUM opportunities and focusing your sales process on hitting targets.