Advisor Dashboard and Reporting
Advisor Dashboard
- Can I add a new IRA or taxable goal for a joint account on behalf of my clients?
- Can I add a new IRA or taxable goal for a trust on behalf of my client?
- How can I add a new account from my advisor dashboard?
- What actions can I take on behalf of my client?
- Do you provide admin or compliance level access?
- Can advisors share a household or client with other advisors?
Reporting
- How do you calculate returns?
- Is performance data generated on the platform?
- How are quarterly statements sent to my clients? Can I access these statements as well? If so, how?
- Where do clients find tax forms if they have multiple accounts, e.g. a personal account and a trust account?
- Where can I find my clients’ 5498 tax forms? When will they be available?
- When will clients tax forms be available?
Integration
- Can my firm access our raw data feed?
- How long does it take to enable my data feed?
- How do I get my data into my portfolio management system?
- How do I get my data into my financial planning tool?
- What data do you provide in your feed to portfolio management systems?
- Do you integrate with portfolio management systems?