Goal
- Allow Advisors to control which widgets are displayed to their clients in the Investor Portal
Use Case
- As an Advisor, I need to be able to control what portfolio data my clients see when they login to the Investor portal.
- I also want to control in what order the data is displayed.
Capability
- Gives Advisor users a preference tool to control which which widgets and what order those widgets are displayed on the Investor portal.