Manage Clients Dashboard Overview
The Manage Clients Dashboard is your home to create and view dynamic reports of data across your client base, from lists of clients, accounts, households, holdings, performance, and more. Each report can be completely customized to quickly and automatically sort, filter, and group exactly the data you need to see. These report views can then be shared with whomever else in the firm might benefit from the information.
The Manage Clients Dashboard is accessed by selecting Manage Clients > Dashboard from the main navigation of the Portfolio Management Suite.
Quick Reports Ribbon
The Quick Reports ribbon gives global totals across your firm, as well as allowing you to jump to quick templates for reports of those totals. See Creating a New Report for details.
In addition, the ribbon lists current unread notifications. Click 
at the bottom of the card to be taken to the Manage Clients > Notifications workspace.
If you have CRM client sync turned on, additional information will be displayed about matched and unmatched CRM clients. Click the jump arrow to be taken to the matching dialog to view existing matches or match unmatched clients. See Matching Clients from AdvisorEngine CRM Client/Record Sync for more details.
Custom Reports List
The Custom Reports list features all saved reports available to your user. See Viewing Reports for more details.
The Custom Reports list also contains a set of AdvisorEngine provided Templates that expand on the quick reports available from the Quick Reports ribbon. See Creating a New Report for more details.
Common Tasks
From the Manage Clients Dashboard you can begin any of the following common tasks:
Related Articles
Householding Clients
Assigning Clients to a Household allows you to view their combined performance data within the Portfolio Manager. Clients can only belong to one Household at a time. Clients or Accounts can also be householded from within the Billing section of the ...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 ...Matching Clients from Redtail Client Sync
When Setting Up the Redtail CRM Sync you must select how to deal with unmatched entries from either side of the sync. This process also deals with client entries that were matched in error. Identifying Unmatched Entries: Redtail CRM If automatic ...Matching Clients from AdvisorEngine CRM Client/Record Sync
When Setting Up the AdvisorEngine CRM Client/Record Sync you must select how to deal with unmatched entries from either side of the sync. This process also deals with Client/Record entries that were matched in error. Identifying Unmatched Entries: ...Manage Clients > Overview Tab
The Overview tab summarizes the personal and financial information of a client. Note that the data and widgets available will vary depending on whether you are in Household, Client, or Account view. Some of the controls here affect whether an account ...