Maximizing Financial Dashboards to Leverage the KPIs and Metrics That Matter Most to Advisors Successful finance leaders are using custom financial dashboards to proactively monitor, analyze, and understand the financial health of their firm—in real time. Now, more than ever, they’re expected to be forward-looking and strategic in order to drive positive business outcomes. Learn more.
Join this webinar to see how dashboards make it easier to:
Track assets under management, cash–on–cash, notes payable Create a shared, unified view of financial performance Use graphs and visuals to uncover opportunities Define strategic priorities and measures of success CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval. | 