The Overview tab summarizes the personal and financial information of a client. Note that the data and even available widgets will vary depending on whether you are in Household, Client, or Account view. (See Manage Clients Dashboard Overview for more details on level views.)
Provides an overview of the client with names, primary address, advisor, important dates and asset summary.
Shows the Advisor and all relationships that flow from the selected item. For example, selecting an Account will show the Client and Household the account belongs to, but not other Clients or Accounts in the Household. Selecting the Household will show all Clients and Accounts in the Household.
This is also where Household relationships can be established. See Householding Clients for more information.
Displays a list of all Securities held by the selected level.
Displays a complete list of all transactions for the selected level.
Risk Tolerance & Questionnaire
Review the Risk Tolerance scores and Questionnaire answers given by the Client for each Questionnaire they have taken.
Manage Clients Dashboard Overview
The Manage Clients Dashboard (Manage Clients > Dashboard) is where you can access a broad array of all client information from platform or portal. It is viewable at the Household, Client, or Account level. Dashboard Overview Level Views Switch which ...
Manage Clients > Performance Tab
The Performance widget allows you to view performance across all or selected accounts in a number of different available views. Performance reporting is broken down into four sub-tabs, detailed below: Performance History Performance Overview ...
Manage Clients > Operational Tab
Operational Summary See the progress and status of all opportunities relating to the account, client, or household. Notifications Display any alerts specific for the Household, Client, or Account selected. This functions as a filtered view of the ...
Manage Clients > Financial Tab
Market Value Over Time The Financial tab contains a graph of a client’s Market Value Over Time. Click on one of the time frames on the top right hand of the page to see the Market Value for that length of time. Financial Analysis Allows users to ...
Assigning Clients to a Household allows you to view their combined data within the Platform. Clients can only belong to one Household at a time. By default, each unique tax ID is considered its own household. Clients or Accounts can also be ...