Advisor Portal

The Advisor Portal can be a great tool for our advisors that want to view all of their widgets created within the Insights application. The Advisor Portal can be used by advisor to consolidate all Insight tiles created into one place. One beneficial way to effectively use this app is to use it to view and understand the overall ‘pulse’ of a client’s household or a particular account. The information that can be pulled into the portal can add but it is not limited to Performance, Holdings, Activity, etc.

In order to effectively use this application, it  requires a rep-level login be created in the Manage Users app.

Please review the article about the Manage Users application to add an additional login and understand the difference between Advisor and Representative level users.