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.
Allows users to compare the performance of their portfolio to the current, past, and future performance of other assets within a certain date range. Hover over the graph to see detailed date and performance breakdowns at individual points.
Total net worth of the current view.
Displays risk/return values for Asset Type categories listed.
Displays Asset Classes contained in each Opportunity. Use the Opportunity drop-down to view data on another Opportunity.
Note: This widget will not appear in Account-level view or if the Client has not taken a Questionnaire.
Displays realized gain/loss for all securities within the portfolio.
Manage Clients > Overview Tab
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 ...
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 > Communications Tab
Communications The primary section contains a summary of all contact information for the Account Owner, Client, or Household. Tags may be added in the # box as needed. Click the Edit control to change a Client’s contact information. Notes Free-type ...