Our dashboards help financially savvy offices improve business agility and provide dynamic insight into their customers' finances for increased clarity and certainty.
Immediately view the impacts of acquisitions, divestitures, and all other changes to your clients' portfolio. The dashboards provide deep, robust insight into assets for strategic planning and growth. Guard and grow your clients' wealth with deeper, actionable insight.
Robust
Insight
Customizable
KPIs
Anywhere Access
Pragmatic Dashboards for Financial Firms
Below is an example of each dashboard component. Click the images to enlarge.
Tax
View recent tax history in an easy format for tax planning
and assessment of strategic opportunities.
Wholistic Investment
Quickly see a consolidated view of investment holdings
across different accounts and asset classes.
Dynamic Investment Growth
Holistically assess the performance of investments by dynamic
dimensions such as account taxability and asset class.
Consolidated Business
Gauge active business holdings via insightful snapshots, including
items such as their fair market values and amount of leverage.
Other Assets
Incorporate other assets when analyzing financial
goals to get a truer picture of overall wealth.
Other Financial Factors
Visualize other factors instrumental in ongoing wealth creation and protection,
such trusts, insurance coverages, and outstanding liabilities.