Business Problem:  Capital management outfit manages over 30 million in assets for private individuals and has offices in New York, San Francisco and Denver. Each investment advisor has their own clients that they need to maintain data on such as contact info and holdings as well as keep up to the date notes on interactions with their client base. Currently each advisor has an excel spreadsheet they use to track clients and interactions, but the executive team would like to monitor all advisor activities and also get more detailed reporting on who is doing what and when and how the numbers are doing for each employee and/or team. Top executives are dependant on the consolidated excel sheet which is not very easy to read and very cumbersome. They need a better way to manage the business.

Solution: New dashboard allows each investment advisor to keep track of all business lines and enter daily interactions with clients for easy recall. Since each advisor enters his/her data into his portal, the data is now stored in a database that can be reported on for top level management. No more multiple excel sheets that need to be consolidated. Executive managers now have access to see how everyone is doing, how many accounts they close, as well as detailed reporting on activity by Agents, Locations, Census data, Age range, occupations, etc.. They are now in a better position to see what and how the business is doing and who is performing and who is not. There is also now the ability to share news, event calendars and announcments between offices.