Managing Client Dashboard Widgets
All Widgets within the Manage Clients Dashboard views can be enabled, disabled, and (except the primary view of each tab) rearranged. Changes will affect all users of the platform.
Widget Management is located in Run Business > Firm Profile > Widget Management.
Enable or disable widgets by selecting or clearing the checkbox.
Click and drag widgets to reorder them within their section. Widgets cannot be moved between sections.
Click when finished to commit any changes you have made.
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 ...
Managing Client Documents
The Documents widget of a Client record allows you to manage which documents are associated with a Client. In addition, you can make some documents visible in your client’s vault on the Client Portal. The Documents widget is located in the ...
Revenue Dashboard Overview
The Revenue Dashboard shows all billing activity for a selected billing group, giving full visibility into various revenue reports. Admins and Advisors can use the dashboard to find cash shortages and missing fee schedules, as well as develop a ...
Grow Practice Dashboard Overview
On the Grow Practice Dashboard, Advisors can create proposals and open new accounts as well as check the status of Opportunities in progress. Statuses Every Investment Proposal and Account has a current status. Most statuses allow you to resume a ...
Viewing Client Paperwork
After creating a proposal or opening an account, the final signed paperwork can be viewed from the Grow Practice Dashboard. Simply navigate to Grow Practice > Dashboard, locate the client and click the PDF icon for the paperwork you want to view. ...