Advisor Dashboard
Advisor Dashboard
Win new clients and grow existing business with an intuitive wealth platform that delivers proactive advice in a customizable digital portal.
Product Overview
Improve internal and external communication as well as client engagement with an intuitive, responsive, and integrated wealth management platform. Access all your accounts in one consolidated view with a dynamic interface that is personalized for each advisor. Quickly evaluate top positions and use traditional as well as FactSet’s proprietary signals to discern trends and evaluate market-moving events. View summary statistics for your entire book of business or a subset, including total market value, aggregate holdings, and asset allocation. Evaluate your portfolios by household, individual, strategy, and more. Product Highlights:
Leverage FactSet’s Advisor Dashboard to empower your portfolio management by taking advantage of portfolio grouping. Easily group your portfolios on the fly using key attributes such as household, tax status, model, investment objective, and level of investment discretion to report important insights and statistics back to your clients.
Track market activity in real time with seamless integration of market-moving news and research into one consolidated view with the ability to sort by date, assets under management, and the number of accounts impacted.
Access Advisor Dashboard and its content via several channels, customizing the integration to meet your advisors’ needs. In addition to the traditional FactSet workstation, view Advisor Dashboard using FactSet Web as well as your tablet or smartphone.