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BUSINESS MONITORING
Utilize powerful visualization technologies and detailed analytics to immediately enhance your ability to efficiently manage and monitor more clients and their specific needs.
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Have a quick overview of all of your clients, upcoming appointments, portfolio allocations and positions within your customizable model portfolios

Advisor Dashboard
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Effectively monitor portfolio positions
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Engage clients to review and adapt portfolios directly from your dashboard
Monitor Portfolios
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Client Reports
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Instantly create detailed client reports
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Safeguard Users from Regulators with a record of your Fiduciary sales process
Learn more about the platform by finding out client specific features or Contact Us
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