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Part 9 - Paying Attention to Your Investments


The Financial Dashboard makes it easy for clients to collect information. Sometimes clients need to provide certain expenses that are tax deductible to an accountant. They are able to search specific categories, export the files to an excel spread sheet that they can then provide to their accountant.

The Dashboard also makes it easy to see all investment information/performance. The Allocation tab is great when needing to see all accounts and their unique information. When recommending for overall allocation; it often will avoid the client having to much of one allocation in each of the portfolios.

Overtime as the data is being tracked the client can see an analysis that will compare the performance of each portfolio that they have against each other in realtime.



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