Client and plan dashboard widgets
Nine dashboard widgets show your clients and what their plans are worth. Assets under advice, AUM trend and Clients go on your home dashboard. Current value, Value trend, Holdings, Performance, Profile and Group go on a client's dashboard. Add them with Add widget while editing a dashboard; Dashboards covers how.
The plan figures come from each plan's valuations and contributions, so a plan with no valuation adds nothing to them until you record one.
Assets under advice
Four figures for your whole firm: Under advice (the latest value of every plan held in pounds), Plans, Needs valuation (plans not valued in the last six months) and Contributions / yr (regular contributions still being paid, as a yearly total). Available on the home dashboard.
AUM trend
A chart of your assets under advice month by month over the last 12 months. Available on the home dashboard.
Clients
Your eight most recently added clients, with their adviser and fact find status. Click a client to open their dashboard. Available on the home dashboard.
Current value
The latest value of all this client's plans added up, how much it has changed over 12 months, and a small trend line. Available on client dashboards.
Value trend
A chart of the total value of this client's plans over the last year. Available on client dashboards.
Holdings
Each plan the client holds, with its type, provider, latest value and valuation date. Click a plan to open it. Available on client dashboards.
Performance
A chart of the percentage growth in this client's plan value since the first valuation, useful for showing a client how their investments have done at a review. Available on client dashboards.
Profile
The client's email address, servicing adviser, the system they were imported from and how long they have been a client. Available on client dashboards.
Group
The household or group the client belongs to and everyone in it, drawn as a relationship diagram. On a client's dashboard, View whole group opens the group; on a group's dashboard, Add relationship links another person. Available on client and group dashboards.