A brief look at the front office.
Dashboard - The main view of the front office. Here you can get insights into various lenses regarding all aspects of your wealth. Furthermore, there are quick links for your quick convenience
The dashboard is the first place you'll land when you log in.
- Managers - Explore each manager with their respective company and asset class. Furthermore, you can asses managers by total market value and net investment along with a rating for each manager.
- Assets - Get a list of all your assets and group them by their respective asset class and asset tag.
- Accounts & Connections - Connect to institutions, manage virtual accounts and subsequent account holdings.
- Office - Manage settings, invite new users and configure contacts.
- Back Office - A shortcut to the back office. Likewise, there is a front office button in the back office.
- Switch Office - When using a multi-family office account, you can switch offices quickly.
- Entity Picker - Allows you to view the metrics, lenses and portfolio from the perspective of an entity.
- Asset Risk Rating - Rate your assets according to perceived risk.
- Lens Cards - Each lens is a slice of your portfolio.