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Summary Tab - RightIntel

Insights Tab - RightIntel

Total number of households - RightIntel Dashboard

Total invested assets - RightIntel Dashboard

Managed asset percentage - RightIntel Dashboard

Top Households by Net Worth - RightIntel Dashboard

Total Invested Assets By Account Type - RightIntel Dashboard

Total Number of Households Per Group - RightIntel Dashboard

Top Households By Cash Balance - RightIntel Dashboard

Client demographics - age - RightIntel Dashboard

Client demographics - employment - RightIntel Dashboard

Households per risk category - RightIntel Dashboard

Top households by highest debt balance - RightIntel Dashboard

Top households by vault uploads - RightIntel Dashboard

Top households by outstanding tasks - RightIntel Dashboard

Top households by logins - RightIntel Dashboard

Total Number of Households per Module - RightIntel Dashboard

Shared Documents (Advisor Vault)

Mobile Application

Total Number of Households per Module - RightIntel Dashboard

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

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