Solution43

 
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Process Visibility

All members of the firm need visibility into report status on a client-by-client basis during critical reporting periods. Manual methods may be employed, but are difficult and consume valuable resources.

Adviser Center allows each team member to monitor the report production process end-to-end and client-by-client through the use of the Adviser Dashboard. Members may subscribe to individual clients and/or large groups, and monitor the progress of the reporting cycle through a simple and intuitive interface.

In addition, the deployment of Dashboards allows for a higher degree of envolvement and oversight by facilitating participation in review and authorization of report distributions.

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