Maximize the power of your business decisions with a new dashboard experience from AdvisorEngine CRM
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.
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.
Confidently pursue your firm’s strategic and tactical goals with the data and insights you need.
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.
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.
In addition to pre-built templates, users also have the ability to completely customize their dashboard layout with easy drag-and-drop features.
Easily filter your visualizations to gain a deeper understanding of your data and unlock the insights you need depending on your specific use cases.
From dashboard visuals, easily drill-down into your data, further filter in more detail export for additional manipulation as desired.