SII Advisor Dashboard—Redefining How Advisors Approach their Business
Our latest technological innovation puts information at your fingertips. Through Advisor Dashboard, financial representatives, clients and SII associates are able to exchange information and gain valuable insights. Representatives can customize features including the flexibility to view at household levels, view consolidated statements with as little or as much details you prefer. Representatives have access to mobile applications and Advisor Dashboard interacts with the industry's leading technology providers. It's the key tool for business analytics to move your practice forward.Snapshot of Key Benefits:
See real-time consolidated statements - Pull detailed client reports without waiting or digging around - perfect for on the spot annual reviews or whenever you want complete, real-time information, fast.
View all of your clients' assets with just a click - See each client's assets from multiple sources on one single interface. Viewable assets include clearing firm, mutual funds, fixed and variable insurance, third parties and more. Also, easily pull up enhanced holdings pages for viewing riders, subaccounts and other activity.
Manage business easier, navigate trends - View your business activity in a snap so you can better gauge your current direction and future plans. Identify and manage revenue spikes or other fluctuations, manage client traffic and a host of other trends and operations distinctive to your business.
Do business anytime, anywhere - In the office or on the go, manage your business efficiently through the Advisor Dashboard - from your tablet, phone or desktop. Plus, notifications are posted directly to your Dashboard so you don't have to access email separately, saving time and reducing inbox clutter.
Create a more efficient office - Configure up to 30 different customizable access points that allow you to view commissions, client assets by product type or client age - and whatever other categories fit your preferences. Add other sites and pages to your favorites bar right in the Dashboard for easy navigation.
Streamline customer service - The dedicated help desk and tech team is at the ready - on-call and online to help you get the most out of Advisor Dashboard.