Dashboards Card Library

Dashboards Card Library

The following lists all visualization Cards available in for use in AE CRM Dashboards along with all relevant details to their use. See Creating and Customizing Dashboards for details on how to add a Card to your Dashboard.

Available Card Library. Click any card to be taken to the help document describing it.

1 This card is integrated with the AE Wealth Platform. It requires an AE Wealth Platform subscription and the Wealth Platform/CRM Integration to be enabled.

Note: Depending on the size of your view, some of the View By filters described on the individual cards may collapse down to a single box labeled Filters.
For items that filter by Advisor, the user in question must be listed as Advisor 1 on the Record.

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