The overview dashboard gives a one-page snapshot of the Client including Net worth, Asset breakdown, liabilities, latest files and activity.
All client-owned assets, including property, investments, businesses, and collectibles. Each asset is categorised, valued, and linked to ownership structures for accurate net-worth tracking and performance reporting.
Details of all outstanding obligations such as mortgages, loans, and credit facilities. Liabilities are linked to repayment schedules and asset offsets to provide a complete view of the client’s financial position.
Insurance and protection policies, including life, health, property, and key-person coverage. Track renewal dates, premiums, beneficiaries, and policy providers to ensure appropriate protection levels are maintained.
Short-term and long-term goals and/or challenges, from wealth preservation and succession to lifestyle and philanthropic aims. Objectives can be prioritised, tracked, and linked to financial plans or portfolios for measurable progress.
A summary of financial aspects of the client. These can be categorised into Poor, Fair, Good to give a colour-coded visual in the Client Portal.
Current and future planning activities, including tax, estate, retirement, and succession strategies. Each plan can be linked to documents, objectives, and key advisers for easy review and updates.
