Relationship Dashboard

Managing your client’s connection between life and money has never been easier.

Our Relationship Dashboard allows you and your client to view from one convenient location all of the following:


The results of the most recent Well-Being Index, which include both life and financial elements.


Access to all goals currently in place and their progress toward completion.


A rating for how well the client is currently using their strengths and values.


All reports in one convenient location.


Next: Goal Center