Tracking Dashboard
Explore the plan-to-actual analytics that you help you track and manage your clients’ plans.
Tracking & Replanning
Generate client review reports and make changes to plans in distribution.
-
-
De-Risking Alerts
Email insights into segments that have exceeded their ROR goals.
-
Client Review
Generate consolidating tracking of a plan’s status and funding with one click.
-
Replanning
Modify plans that are already in progress without interrupting their tracking.