Factor Dashboard

Scorecard displaying three critical factors, along with their impact on your Advisor Score.

  • Simple, clean view of each factor, with easy access to a detailed report on each.

  • Understand quickly where your advisor relationship might need attention.

Portfolio Performance

View your portfolio holdings, transactions and investment performance.

  • Stay up to date on your portfolio allocation and performance.

  • View relative performance alongside target allocation index benchmarks.

  • Monitor cash optimization in money market funds.

Overall Fees

Investors pay different types of fees, which can be overwhelming.

  • See the total dollar amount, in addition to the
    fee percentage, charged by your advisor.

  • View fees associated with any mutual fund and/or
    ETF holdings in your acocunt.

  • Knowing exactly what you are paying helps you
    determine if you are getting the value you expect out of your advisor relationship.

Independence & Credentials

Trust but Verify.

  • Confirm your advisor's registration status, fiduciary?

  • View work history and reported disclosures.

  • See advisor's designations (CFP®, CFA®, CPA, CAIA)

Engagement & Trust

Great relationships in life are built on communication and trust.

  • Determine if you are receiving the communication you deserve.

  • Confirm you are meeting with your advisor when, where, and how often you expect.

Statement Quality

Are you receiving investment reports that you understand?!

  • Make sure your advisor is providing reporting that is transparent with statements that you understand.

  • Portfolio Positions, Investment Transactions, Fees, Asset Allocation, Benchmarks


One advantage of working with a Financial Advisor is leveraging their knowledge beyond stocks and bonds.

  • Have you spoken with your advisor about alternative investments?

  • Does your advisor have the CAIA designation?

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