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Financial Adviser Dashboard
This Dashboard Package consists of 6 Key Business Intelligence Topics for Financial Advisers covering Financial Services, Pensions, Tax, Investment Types, Business Confidence and Performance Ranking Trackers. The Dashboard provides you with comprehensive coverage for each Topic in one place and multiple uses to match your specific business needs.
Dashboard Topics
Financial Services Updates Monitor
Pension Updates Monitor
Tax Updates Monitor
Investment Type Tracker
Business Confidence Tracker
Performance Ranking Tracker
Financial Services Updates Monitor: Content Coverage
The Xsortal monitors hundreds of proprietary and quality Financial Services sources and alerts each day, providing you with comprehensive coverage in one place across nine main Financial Services categories.
Advice & Guidance
Laws & Court Rulings
Regulator Services
Financial Services Deadlines
Financial Services Trends
Crackdowns & Amnesty
Rates & Reliefs
Research Reports
Financial Services Statistics
Financial Services Updates Monitor: Content Matching
The Xsortal is designed to match the Financial Services content you want to see and deliver it the way you want to use it. Below are five user options for you to leverage in your business.
Daily Update Monitor
See all the latest Financial Services updates in one place to save time, costs and resources.
Daily Critical Notifications
Select the type of Financial Services updates critical to your business for daily notification.
Monthly Productivity Report
Discover the new Financial Services opportunities, risks and regulations for your business.
Monthly Update Summary
Get a quick summary of all the Financial Services updates with specially selected features.
Customising Updates & Reports
Customise the Financial Services updates for your business and produce tailored reports.
Request a Dashboard Demo or
arrange meeting to discuss your
Custom Dashboard needs.
Discover how to leverage the Dashboard to achieve a full set of productivity benefits.
 
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