Financial Adviser Dashboards

An essential tool to delight your life-long clients and meet the Know Your Customer compliance

Use Dashboards to manage your clients’ risk tolerance scores, and monitor and track their personalised portfolios. Dashboards enable you to monitor and track the alignment between portfolios and your clients’ goals, values, and risk tolerance. You can do this all in one place. It is an essential tool to delight your clients and prospects, differentiate your service and meet the Know Your Customer compliance.