Analytics Overview

The Analytics section provides a lot of useful information to the advisor which can be quickly and easily understood due to the visual nature of data presentation. An advisor can easily get a sense of how many clients are inside or outside of their threshold as well as breakdowns of other important information as Prism Scores groupings.

At the top of the page, an advisor can get an overview of the number of Households, Clients and Accounts that are assigned to them. They can also see the monetary figure of the Total Assets of the clients.

Below the title bar, there are few shortcuts to some important functions: Download Questionnaire, Upload Model Portfolios and Create a New Prospect.