Forum Discussion

Social Sightseer

9 months ago

Overlaying key life events against portfolio balance reports

We have been discussing as a team if it would be more meaningful for clients for us to overlay key life events (the purchase of a house, paying for a child's wedding, receiving an inheritance etc) ov...

client engagement

investments

rainier.reyes

Advisely Team

9 months ago

Great question sharyn.evans8 and an interesting approach to portfolio balance reports. Would love to hear what approaches the community has taken with this!