The Client Portfolio brings all of your business clients into a single view. It includes a leaderboard of your top performers, along with all the key metrics and ratios, advisory opportunities, valuation results, and profile completion activities.
Accessing Portfolio Insights
1. In the left hand menu, select the Client Portfolio tab.
2. At the top of the portfolio, you will see the Total Client Value across all business clients along with leaderboards for Excess Working Capital and Total Possible Serviceable Debt identified by the platform.
3. Under the Compare Results section, you can view your full list of business clients and quickly sort or filter the outputs to highlight the insights that matter most.
4. Use the Export List button to download a CSV file to import into your spreadsheet of choice, or share with team members.
