Introduction to the Advisor View Dashboard

Dashboards aggregate various account data on a single page. You can create dashboards around a single kind of report that applies specifically to your role or around a broad variety of reports so you can monitor several areas at once.

Working With Dashboard Modules

Learn how to add and remove reports from your Advisor View dashboard. A dashboard is made up of report modules. A report module displays the report criteria you select when you create the dashboard report.

Create and Share Dashboard Views

Administrators can create shared dashboards and can assign a specific set of dashboards based on the role of the user.

The Saved Searches Dashboard Module

You can add your saved searches to the dashboard. This feature makes it easy to find at-a-glance information that is relevant to your firm.

Add Web Content to Your Dashboard

You can take secure Web pages from the Internet and add them to your Advisor View dashboard. This allows you to embed custom content from your favorite financial website or any other secure site you want.