Out-of-the-box with FSC: Advisors are able to instantly segment their book of business to make more informed client decisions
all within a single, connected platform.
With five analytics dashboards embedded in the app,
advisors will have instant access to the tools they need to analyze their client and household data as well as the effectiveness of their advising time.
Uncover Engagement Opportunities: Instantly segment clients by their investment objectives, risk profile and more
Maximize Your Time: Prioritize the hours of your day by comparing client revenue against advising activities
Take Action at the Point of Insight: Measure client goals and create tasks or opportunities to help keep them on track
Embedded dashboards - click to view asample
Client List — Get a focused list of clients with robust filtering capabilities that surface financial data points and account details across your entire book of business.
80/20 — Maximize your time by comparing client revenue against advising activities and identify key actions for high-potential clients.
Activities — See how activities are impacting your client relationships by analyzing interactions in the context of different activity types. Identify gaps and opportunities to improve future engagement.
Financial Accounts — Respond to market conditions in a timely manner by uncovering the types of financial accounts and securities that make up your book of business.
Client Goals — Measure client goals across your entire book of business. Spot key trends, and create tasks or opportunities in context to client data to help keep clients on track.
