The Advisor Dashboard


The Advisor Dashboard allows you to access several different things from one place:

1. You can add a new client using the Add New Client button.

2. You can search for clients in the Client List, or through the lists of Recently Modified Clients and Recent Client Logins (pictured top right).

3. You also have the ability to enter the Client Profiler which will bring up a client list; that can be sorted based on the value of their assets as well the funds they hold.

4. The Opportunity Finder will bring up a list of clients that can be sorted based on Retirement, Education, and Insurance plans (shortfall/surplus).

5. You can check Integrations through the Data Feed Integrations tab and Aggregations through the System Report.

6. The bottom of the page will also offer different items  (such as Features, News, and Release Notes) to keep up to date with Finance Logix. 

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