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Advisor Portal

The Advisor Portal and the Customer Relationship Management Dashboard (CRM) allows Advisors to easily store and view information about all of their contacts, including clients, prospects, former clients and other personal and professional relationships. The database-driven CRM is a convenient way for Advisors to view all current clients, prospective clients and other contacts from a single screen in The Advisor Portal, and to turn a prospect into a client. You can easily navigate within the Advisor Portal to manage existing client accounts. Every record in CRM is considered a "contact" and you can designate contacts as being of a certain type (prospects, clients, etc.).

CRM allows you to create and store emails, notes, tasks and documents for each contact. send bulk emails to multiple contacts and organize contacts into groups. We do not store or have access to your emails, notes and tasks; they are stored at Rackspace, a third-party cloud management solution provider.

Who can access the Advisor Portal page?

You can access this page if you are an Advisor Master User.

Advisor Portal Home Page

From the Advisor Portal home dashboard, Advisors can:

• View, sort and perform a simple search of contacts and set the number to view on a single page.
• Enter a new contact.
• View and open an individual contact.
• View your Assets Under Management
  • The bar chart shows your consolidated net asset value.
  • The line chart shows your year-to-date return.
• Configure Client Fees, Invoicing, Templates and Reimbursements
• Add Agenda information including Tasks, Notes, Documents and Events.
• Create and access a Rackspace mailbox for all of your CRM emails.
• Organize your contacts into groups.
• Import contacts from an Excel or VCard file.
• Export contact data to CSV file.
• Access Corporate Actions from the Notifications Panel.

Individual CRM Contacts

Use the sorting and searching methods on the CRM home page to find a specific contact, and then click the contact in the list to display that individual record.

Individual CRM contact records can include:

• Personal information
• Prospect information
• Financial information
• Employment information
• Trading experience
• Client account invitations sent
• Notes
• Notifications
• Configuration
• Access to CRM emails hosted on Rackspace
• Tasks
• Events
• Documents

From an individual contact record, you can perform additional functions, including:

• Edit the information stored in the contact record.
• Add Agenda information including Tasks, Notes, Documents and Events.
• Enter a new contact.
• View all emails that have been sent to the contact.
• Send an email.
• Send a prospect an electronic or semi-electronic invitation to open a client account.
• Delete and print.
• Export to a Microsoft Excel spreadsheet.
• Access the reporting, funding and account balances and positions of your contact (if applicable).
• View all accounts for a specific client.