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Advisor Dashboard
Advisor Dashboard

An overview of dashboard widgets and features available to Advisors

Updated over 8 months ago

The investGrade Advisor Dashboard is your one-stop hub for managing and analyzing your investment advisory activities. This guide will walk you through each widget on the dashboard and how to maximize their potential to streamline your workflow.

Dashboard Overview

The Advisor Dashboard is designed to give financial advisors a comprehensive view of their book-of-business. With an intuitive layout, the dashboard provides quick access to vital information and actions.

Widgets and Their Uses

1. Welcome Tile

  • Description: Displays a greeting and a summary overview, including the total current plans and assets under management.

  • Usage: Use this as a quick reference to gauge your portfolio's scale based on the latest published quarter.


2. GPA Score Lookup

  • Description: A search bar widget designed to quickly find the current quarter GPA score of any fund

  • Usage: Search for funds by name, plan ID, or ticker to see its GPA score


3. Top Asset Managers

  • Description: Shows your Asset Managers ranked by the largest number of assets under management and placements.

  • Usage: Toggle between assets and placements views to identify key Asset Managers contributing to your portfolio's success.


4. Quick Links

  • Description: Provides shortcuts to frequently accessed areas like Fund Research, Plans, and Favorites.

  • Usage: Navigate to any of these options to jump directly to the respective section


5. Lowest Performance

  • Description: Highlights plans or funds with significant assets by low average GPA scores.

  • Usage: Review investments to inform decisions on how to possibly improve portfolio performance.


6. Overall Plan Performance

  • Description: Visualizes the performance of all plans, categorized by GPA scores into Pass, Watch, or Fail.

  • Usage: Quickly review GPA performance of your overall portfolio to inform your investment management.


7. Top 10 Strategy Holdings

  • Description: Lists your top funds by asset allocation and see total assets by funds.

  • Usage: Analyze your largest holdings to ensure they align with your investment strategy and risk profile.


8. Top 10 Fund Strategies by GPA

  • Description: Lists your top 10 fund strategies ranked by GPA, showing fund names, GPA, and 3 year returns.

  • Usage: Analyze your best performing fund strategies to ensure they align with your investment strategy and risk profile.


Tips for Effective use

  • Regularly check the Welcome Tile and Overall Plan Performance for a high-level overview of your portfolio's health.

  • Utilize the Quick GPA Score Lookup and Lowest Performance widgets for proactive fund management and to identify underperforming assets.

  • Review Top Asset Managers and Top 10 Strategy Holdings to understand your investment concentration and to diversify if necessary.


Dashboard Feature in Review

The Advisor Dashboard in InvestGrade is your gateway to effective portfolio management, offering a rich set of tools and insights. By familiarizing yourself with each widget and incorporating them into your daily workflow, you can enhance your advisory services, optimize client portfolios, and drive better investment outcomes.

For further assistance or detailed guides on specific widgets, please refer to our Help Center or contact our support team.

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