The Accounts Dashboard gives you an accounts-first view of your entire book of business to make it faster and easier to manage your accounts with Riskalyze Trading. In this article, you’ll learn how to use the Accounts Dashboard to search for particular accounts or clients, sort or filter by key account criteria, and then jump into a client’s portfolio to make the necessary changes.
To access the Accounts Dashboard, start on the client dashboard and select ACCOUNTS in the header navigation.
Once you are on the Accounts Dashboard, there are two primary ways you can search for clients/accounts or filter through data.
If you’d like to search for a particular client or account, navigate to the search bar near the top of the screen and start typing. Accounts and clients that match your search will appear immediately.
If you’d like to filter through your list of clients or accounts, click on the header for the pertaining column. You can filter based on client name, account name, account balance, trading status, cash balance, model, and more.
When you’ve found an account you’d like to take action on, hover over the account name and click the View button. This will open up the portfolio in a new tab.
When you are done editing a portfolio, you can close that browser tab and you will be back on the Accounts Dashboard with all of your previous search and filter data. This gives you the ability to view all of your accounts at a 30,000-foot level and dive into any account when needed.
Primary uses for the Accounts Dashboard
The Accounts Dashboard was built to give you quick insight and access to all of your clients' accounts and make changes when necessary. We typically see advisors using the Accounts Dashboard to complete these key actions:
- Search for client accounts to activate Riskalyze Trading
- Filter/sort by “Trading Status” to view and enable accounts for Riskalyze Trading
- Filter/sort by “Cash Balance” to find accounts that have excess cash that needs to be put to use
Note: The Accounts Dashboard is currently in an early access beta program. If you'd like to learn more about this program, email us at email@example.com and we'll be happy to help!