What’s Improved
Advisor Dashboard | Household Net Contribution Enhancements
- Customization enhancements have brought improvements to the Balance widget, which now gives Advisors the option to display a Household's Net Contribution within the Investor Portal. By simply checking a box within the Household Preferences section, Advisors are in control of displaying Net Contribution as a trend line in the Balance widget, offering them greater at-a-glance insights for more nuanced conversations with their clients. Advisors can also choose to select Net Contributions on for some Households and off for others.
- Click here to read more about enhancing your client management with CircleBlack’s Household Grouping feature.