Advisor Dashboard

Advisor Dashboard

Introduction:
The Advisor Dashboard in MADOSX is a powerful tool that provides financial advisors with a comprehensive overview of their business performance, client portfolios analytics in summary , and business insights. This step-by-step guide will walk you through the process of accessing and utilizing the Advisor Dashboard in MADOSX. For a more detailed understanding, please refer to the accompanying video for visual guidance.

Step 1: Logging into MADOSX
Access the MADOSX platform and log in to your account using your credentials.

Step 2: Navigating to the Advisor Dashboard
Once logged in, locate the navigation menu and click on the "Advisor Dashboard" option.

Step 3: Understanding the Dashboard Overview
Upon accessing the Advisor Dashboard, you will see an overview of key metrics and performance indicators. This includes the total AUM (Assets Under Management), net investment, and net growth, client activation, Business Insight, latest transactions with complete analytics & access of CRM.

Step 4: Analyzing Investment Performance
Utilize the charts and graphs available in the Advisor Dashboard to analyze investment performance trends over time. This includes comparisons of investment returns, sector allocation, and asset class distribution. Customize the timeframe and parameters to focus on specific periods or investment types.

Step 5: Reviewing Key Insights and Reports
The Advisor Dashboard also provides key insights and reports, such as top-performing funds, fund comparison, and client-wise analytics. Use these insights to identify opportunities, track client performance, and make data-driven investment decisions.

Conclusion:
The Advisor Dashboard in MADOSX offers financial advisors a comprehensive and intuitive interface to monitor and analyze their business and client portfolios. By following this step-by-step guide, you can effectively navigate the Advisor Dashboard, review client portfolios, analyze investment performance, and gain valuable insights. For a more detailed understanding, the attached video provides a detailed walkthrough of the Advisor Dashboard in MADOSX, including visuals and additional tips. It is recommended to refer to the video for a more comprehensive understanding of using the Advisor Dashboard effectively.


Note: The information in this article is based on the features and functionalities of MADOSX as of the publication date. For the most up-to-date and accurate information, please refer to the official documentation and resources provided by Vijya Fintech Pvt Ltd.

Disclaimer: The content of this article is for informational purposes only and should not be considered as legal or professional advice. The use of MADOSX and its features should comply with the terms and conditions set forth by Vijya Fintech Pvt Ltd.

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