e-dashboard

Our online e-Dashboard™  is an interactive online portal. This portal allows our clients anytime (24/7), anywhere access to files and data in a secured central location.

Screen shot of our e-Dashboard™

e-dashboard screen shot

Benefits of our e-Dashboard™ online portal

  • Become eco-friendly, save paper & the environment
  • Access your information from anywhere in the world
  • Remote access to data and records at your fingertips at anytime(24/7)
  • Unlimited, online storage
  • Easy & convenient to share files within your office and with all your advisors
  • Conveniently fax, email or scan your documents to the document management system
  • Avoid data loss due to daily backup and offsite availability of your data
  • Reduce internal overhead costs to maintain hardware and software
  • Increase productivity
  • Save time and money