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    • Dashboards will
    never be the same

    Maximize the power of your business decisions with a new dashboard experience from AdvisorEngine CRM

    LEARN MORE
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    BENEFITS

    Goodbye complex. Hello simple, insightful and actionable

    A new dashboard experience from AdvisorEngine CRM can now turn your data into compelling visualizations that drive results across your entire firm
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    Insights instead of spreadsheets
    Unlike static, manual spreadsheets, dashboards will allow you to analyze and filter your data in graphical representations for easy consumption at-a-glance.
    PracticeMgmt_Enhance Experience@2x
    A better way to dashboard

    Quickly and easily build your experience by selecting from one of our curated dashboard templates, or use our robust library of elements to customize your own- no consultants needed. 

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    Value for multiple roles

    Whether you are analyzing firm performance, uncovering new opportunities for growth or improving the client experience, dashboards will deliver the insights your firm needs to take action with greater clarity and ease.

    Add value across your firm's
    key functions

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    Firm Principal

    "I want to see the big picture at a glance and have the insights I need to make firm-wide decisions."

    How dashboards help:

    • Access high level insights around overall business growth and performance

    • Gauge advisor productivity, client retention and set targets for your firm
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    Advisor

    "I'm solely focused on growth and servicing clients and need dashboards to help me achieve these goals at the highest levels."

    How dashboards help:

    • Maintain a detailed view of the sales pipeline and track revenue goals

    • Get ahead of client issues and provide the best experience

    • Act fast with prospects and understand their needs
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    Operations

    "I need to make sure productivity is at all-time highs and that nothing slips through the cracks when it comes to serving our clients."

    How dashboards help:

    • Establish workflows and ensure client actions are being completed in a timely manner

    • Support data flow into the CRM so that you firm can accurately report across all metrics

    • Identify and solve for process bottlenecks

    "I want to see the big picture at a glance and have the insights I need to make firm-wide decisions."

    How dashboards help:

    • Access high level insights around overall business growth and performance

    • Gauge advisor productivity, client retention and set targets for your firm

    "I'm solely focused on growth and servicing clients and need dashboards to help me achieve these goals at the highest levels."

    How dashboards help:

    • Maintain a detailed view of the sales pipeline and track revenue goals

    • Get ahead of client issues and provide the best experience

    • Act fast with prospects and understand their needs

    "I need to make sure productivity is at all-time highs and that nothing slips through the cracks when it comes to serving our clients."

    How dashboards help:

    • Establish workflows and ensure client actions are being completed in a timely manner

    • Support data flow into the CRM so that you firm can accurately report across all metrics

    • Identify and solve for process bottlenecks
    FEATURES

    Increase operating potential across your entire firm

    Confidently pursue your firm’s strategic and tactical goals with the data and insights you need.

    Carefully curated dashboard templates

    Pre-built dashboard templates, by role type, are ready to go from the start and provide users with a turnkey solution without any need for additional tech investment.

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    Robust visual library

    Select dashboard elements from extensive visual library which will continue to grow, allowing you to access the insights you need depending on highly specific use cases.

    Custom Dashboard Custom Dashboard
    Maximum configurability

    In addition to pre-built templates, users also have the ability to completely customize their dashboard layout with easy drag-and-drop features.

    Drag n Drop Dashboard
    Data
    filtering

    Easily filter your visualizations to gain a deeper understanding of your data and unlock the insights you need depending on your specific use cases.

    Data Filtering Data Filtering
    Dig deep
    into your data

    From dashboard visuals, easily drill-down into your data, further filter in more detail export for additional manipulation as desired.

    Data drill-downs Data drill-downs

    Ready to unlock insights
    across your firm?

    REQUEST A DEMO