[Tutorial Video] Accessing Insights
Accessing Insights
1. In the left hand menu, select the Client Portfolio tab.
2. Directly above the Client Valuation, click the purple View Portfolio Data button.
3. Click the Insights Data tab.
4. The Insights tab will show an aggregate view of onboarded clients and the opportunities that have been identified. Anything that meets the threshold to be considered an opportunity will be highlighted in purple.
5. Click on the highlighted boxes for more information on possible ways the insights can be used, along with the financial data that was analyzed.
