Goal
- Allow clients to easily see which accounts are directly managed by their Advisor and the performance on accounts managed by the Advisor in their Investor Portal.
Use Case
- As an Advisor, I want my clients to easily understand which accounts I manage for them and the performance of those accounts in their Investor portal.
Capability
- Provide clients with option to see their dashboard information for accounts managed by their advisor, unmanaged by their advisor, and all accounts.
