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Dashboards Overview
AdvisorEngine CRM contains a robust, customizable dashboard experience. Through the dashboard visualization cards available you can see where your firm has been, what you need to see for your day ahead, and data that will help plan your long-range ...
Creating and Customizing Dashboards
The first time you load the Dashboards page, you are prompted to create a Dashboard for your own use. You can either create your own layout from the available cards, or you can choose a curated template developed by AdvisorEngine and tweak it to your ...
Dashboard Card: Action Items
Action Items is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Action Items The Action Items Card allows you to see Actions due today, past due, or upcoming for ...
Dashboard Card: Top Holdings
Top Holdings is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Top Holdings Top Holdings shows a treemap chart of the most-held positions across all managed assets for ...
Dashboard Card: Client Demographics
Client Demographics is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Demographics The Client Demographics Card allows you to see how Revenue in your firm is ...