On-Demand Webcast:
Drive Advisor Productivity and Client Engagement with Advisor Dashboard

Prioritize and drive client engagement with FactSet’s newest wealth management product, Advisor Dashboard. Available within the FactSet workstation as well as a stand-alone web component, or API for portal, or CRM integration, Advisor Dashboard combines each Advisor’s book of business with FactSet’s unique and differentiated content and analytics.

Watch our 30-minute webcast to learn how Advisor Dashboard is uniquely positioned to surface personalized and actionable insights around relevant and impactful portfolio news, key events, AI-powered signals, and client exposures, driving advisor productivity and enhancing client engagement efforts. 

During this short product demonstration, you will see how Advisor Dashboard allows you to:

• Stay informed and connected with prioritized insights around news, events, and client exposures
• Uncover hidden vulnerabilities across your book of business
• Benefit from direct integration with Salesforce, Microsoft Dynamics and other CRM systems to identify your next best action for proactive client outreach