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Dashboard Tab - RightIntel

Client Overview Tab - RightIntel

Opportunities Tab - RightIntel

Total number of clients - RightIntel Dashboard

Total invested assets - RightIntel Dashboard

Managed asset percentage - RightIntel Dashboard

Top Clients by Net Worth - RightIntel Dashboard

Total Invested Assets By Account Type - RightIntel Dashboard

Total Number of Clients Per Group - RightIntel Dashboard

Top Clients By Cash Balance - RightIntel Dashboard

Client demographics - age - RightIntel Dashboard

Client demographics - employment - RightIntel Dashboard

Clients per risk category - RightIntel Dashboard

Top clients by highest debt balance - RightIntel Dashboard

Top clients by vault uploads - RightIntel Dashboard

Top clients by outstanding tasks - RightIntel Dashboard

Top clients by logins - RightIntel Dashboard

Total Number of Clients per Module - RightIntel Dashboard

Shared Documents (Advisor Vault)

Mobile Application

Total Number of Clients per Module - RightIntel Dashboard

Within the Advisor Portal > RightIntel > Dashboard tab, the total number of clients per module list will detail the number of RightExpress clients with access to each express module.

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