The Adviser Center platform is designed to serve as a “data-hub” where data associated with a client can be stored and easily retrieved.

Reporting information flows into the Adviser Center platform from the financial transaction and analytics solution, and is stored as performance reports and performance report sets.

Reports are organized by client and client view, and cataloged for easy retrieval using Dashboards and search tools,

However, there is more to Adviser Center than simply storing and cataloging reports. For example: during reporting cycles transaction and analytical solutions provide useful data in the form of errors and warnings. Adviser Center stores and catalogs this useful information to provide visibility and aid in the resolution of issues raised during the process of report generation.

And because the platform is extensible, other types of information relative to the client such as preferred distribution method, contact information, client family groupings, and more can all be stored for easy access in Adviser Center.

Finally, Adviser Center provides that ability to send performance reports to other devices such as reporting websites, email servers, and more.

Fullscreen View