The dashboards can be deployed to any advisor transition site and associated with any menu item.

Advisor Transition Firm Dashboard

The Advisor Transitions Firm Dashboard displays a high-level view of all advisors’ books of business in transition post affiliation by status (U4).

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The user can see the totals across all transitioning advisors or search by rep code or advisor and see the totals and status at the rep code level..

Accessing the dashboards

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To open the Firm TA Dashboard, select it from the menu. Note, that access to the dashboards from a menu may vary depending on your configuration.

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To see all accounts again, click Clear.

Rep TA Dashboard displays all the clients and accounts at the individual advisor level that are in process for Reps.

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