fbpx
All > Overview of StratiFi > Clients Overview

Clients Overview

The Clients section provides the advisor with an overview of their clients, accounts, Prism Scores, Risk Tolerance Scores, and Drift which is the difference between the Prism Score and the Risk Tolerance of the client.

Clients Dashboard Overview

To view a particular client’s accounts you can just click the drop-down arrow in the same row as the client

Clients Overview
Clients Overview Dashboard fileds

You can also add account information and send Risk Tolerance Questionnaires right from this interface

Clients Overview Risk Tolerance