Common Questions About Wealth & Advisory Portal.
Can advisors manage multiple client portfolios from one dashboard?
Yes — the portal is designed for advisors managing many client portfolios, with consolidated views alongside per-client detail.
What does 'goal-based planning' mean here?
It means portfolios can be tracked against specific financial goals (retirement, education funding, etc.) rather than just showing raw portfolio value — helping clients and advisors see progress toward what the money is actually for.
Can this integrate with market data feeds for live portfolio values?
Integration with market data providers can be configured to keep portfolio valuations current, depending on the asset classes and data providers relevant to your client base.
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