The Dashboard allows you to organize and visualize the important data and identifies the areas that need to be optimized.
Steps:
- Click the Home menu option on the left.
- Under the Home Tab, You’ll find:
- Your compliance score.
- Top 10 non-compliant Contacts, Entities, and Relationships.
- New Alerts, Tasks, and Reminders.
- Under the Pipeline Tab, You’ll find:
- Top 10 Individual referrals for Launched and Prospective Clients.
- Top 10 Company referrals for Launched Clients.
- A Pipeline Chart with a summary of Relationships details such as the Risk, Onboarding status,… etc
- Under the Company Tab, You’ll find statistics about the company such as:
- The Total Assets Under Management (AUM)
- The total number of Relationships, Entities, Internal Directors, and Teams.
For more details on Compliance or the data on the Pipeline Chart click the corresponding progress bar.