Designed by advisors, the DashSight app was made for financial advisors who want to manage client account activity without the inconvenience of having to leave the main screen. DashSight’s comprehensive dashboard views allow financial advisors to assign tasks, schedule meetings and see client accounts as they should be viewed – in one place at one time.
DashSight Features Focus on Advisor Efficiency
• Access client households to view contact information, confirm meeting schedules and reference account balances and total household assets under management
• Create, edit and monitor existing tasks while assigning new tasks to team members
• Access client portals
• Send meeting requests to clients
DashPro is multifactor authentication-enabled using SMS and biometrics with single sign-on into participating technology platforms including custodians and other institutions.
DashSight Features Focus on Advisor Efficiency
• Access client households to view contact information, confirm meeting schedules and reference account balances and total household assets under management
• Create, edit and monitor existing tasks while assigning new tasks to team members
• Access client portals
• Send meeting requests to clients
DashPro is multifactor authentication-enabled using SMS and biometrics with single sign-on into participating technology platforms including custodians and other institutions.
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