Goal
- Advisors are able to easily view data in their dashboards for just the accounts they manage for a Household (versus a dashboard that includes data for all accounts, including those not managed by the advisor)
Use Case
-
As an advisor, when I look at my dashboard , I need to be able to segregate my clients’ accounts that I manage from the accounts that are not under my management so I can properly managed accounts and focus on just the data for accounts I advise.
Capabilities
- Have ability to switch dashboard views between managed accounts, unmanaged accounts, and all accounts.
