Managing Client Dashboard Widgets

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 Portfolio Manager.

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 Save when finished to commit any changes you have made.

See Manage Clients Dashboard Overview for articles detailing the use of each widget.

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