Front Office Overview

A brief look at the front office.

1. Dashboard - The front office dashboard is the central hub where you can gain valuable insights into every aspect of your wealth. Explore different lenses to understand and analyze your financial situation. Additionally, you'll find quick links for easy navigation and convenience.The dashboard is the first place you'll land when you log in.
2. Managers - Explore each manager's insights by delving into their specific company and asset class. Moreover, you have the ability to assess managers based on their total market value, net investment, and individual ratings.
3. Strategies: 
4. Assets - View a comprehensive list of all your assets and easily categorize them based on their specific asset class and asset tag.
5. Accounts & Connections - Connect to institutions, manage virtual accounts and subsequent account holdings.
6. Office - Manage settings, invite new users and configure contacts.
7. Back Office - A shortcut to the back office. Likewise, there is a front office button in the back office.
8. Switch Office - When using a multi-family office account, you can switch offices quickly.
9. Lens Cards - Each lens is a slice of your portfolio.
10. Entity Picker - Allows you to view the metrics, lenses and portfolio from the perspective of an entity.
11. Asset Risk Rating - Rate your assets according to perceived risk.