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Explore the Surveillance Tab

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Surveillance Tab Overview

By accessing the surveillance tab under “compliance” you can get a high-level overview of your practice – including aggregated PRISM and risk tolerance scores.

Easily click to expand each advisor for additional information.

Surveillance information can be broken down further into these four categories:

  1. Prospects
  2. Clients
  3. Accounts
  4. Households

Check it out and see what you think!

Minhee Park Administrator
Product Manager
Minhee is leading the product at Stratifi technologies. She has many years of experience in designing games.

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