Trends across your entire book.
Insights
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Average savings rate
Allocation distribution
Book insights
Zoom out from the client to the practice
Individual client views answer 'how is this person doing?'. Insights answers 'how is my book doing?' — the question that grows your business.
Pick a range from three months to all-time and watch the trends that tell you whether your guidance is working.
What you will learn
The metrics that move a practice
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Average savings rate
The share of income your clients are setting aside — rising habits or rising consumption.
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Goals on track
How many active goals across the book are on pace to land on time.
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Allocation distribution
Where the book leans across Fixed, Savings, Invest and Personal.
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Export to PDF
Turn any view into a clean, named report — ready to share or file.
SEE IT IN ACTION
The real dashboard, annotated
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