Part 2 - Personalizing Your Dashboard


The Organizer tab on this Financial Planning Dashboard allows clients to customize and input all of their information in one place.You can import family and property photos, professional contacts, financial institutes, attorneys, CPA’s, and more. You can also link your investments, credit cards, and banking . Once you’ve linked accounts using your online banking information, the system will automatically generate categories for each expense and bring in data everyday in realtime.

It’s important for clients to customize their dashboard. Doing this, makes it so that they’re not having to do data entry everyday. Also, this make things easier for the people they’ve left in charge if something were to happen to them. All the person would need is their own password and in seconds they have access to all the clients personal information. It’s all in one place and nicely organized for them.



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