The Strategist Portal allows you to view your entire client population all in one place. The technology provides an in-depth view for each client allowing you to track their progress, monitor setbacks, or recommend new opportunities.
The Strategist Portal not only allows you to view how many clients you have, it also allows you to view the client's inflows, outflows, and capital flows.
One major benefit of the portal is the ability to see the free cash flow for each client. This shows you how much money can be distributed elsewhere.
The client is able to view the same data on their Currence mobile app.
We have created a Quick Reference Guide for you to become more familiar with the capabilities and functionality of your Strategist Portal.
