Post by FactSet

Build, manage, and grow: how a wealth advisor scales client relationships with FactSet. FactSet Advisor Dashboard starts with structure. Client portfolios can be organized by household rather than account, so nine separate accounts become one household view. Accounts can also be grouped by strategy, tax status, or account type, matching how the advisor works. From there, exposure comes into focus. A drill-down view breaks portfolio holdings out by revenue exposure across region and economy, surfacing risk that's invisible looking account by account. Alignment follows. Advisor Dashboard flags which accounts have drifted from their investment policy statements by asset class, highlighting out-of-bound values automatically, so nothing gets missed before the next client conversation. Notifications are prioritized the same way. Every alert is quantified by number of accounts and AUM affected, and sortable by exposure, so the highest-impact items surface first. Market-moving news carries the same weight. A quick headline and bulleted summary shows what happened and exactly which accounts and assets it touches. And Advisor Dashboard isn't confined to the FactSet platform. It deploys inside internal platforms, leading CRMs, and web portals, meeting advisors in the tools they already use. Structure. Exposure. Alignment. Prioritization. Insight. Access. That's Advisor Dashboard. 🔗 https://bit.ly/3RFslPZ

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