Horizon Dashboard
Goals-based advisor software, strengthens your planning workflow to help enhance the value you deliver to your clients.
What is Horizon Dashboard?
Grow your practice, improve your process. Designed to connect product to planning, our intuitive advisor platform and investment software help strengthen your planning process, recommendations, and client relationships. Use it to generate investor-friendly proposals and drive meaningful conversations about your clients goals.
Features
Alerts/Notifications
Data Visualization
Functions/Calculations
KPI Monitoring
Reporting/Analytics
Risk Management
Benchmarking
Client Portal
Investments Tracking
Modeling & Simulation
Performance Metrics
FAQ
The official website of Horizon Dashboard is https://horizoninvestments.com/
Grow your practice, improve your process. Designed to connect product to planning, our intuitive advisor platform and investment software help strengthen your planning process, recommendations, and client relationships. Use it to generate investor-friendly proposals and drive meaningful conversations about your clients goals.
Horizon Dashboard belongs to the Dashboard, Financial Services, Investment Management category.
Horizon Dashboard offers features such as Alerts/Notifications, Data Visualization, Functions/Calculations, KPI Monitoring, Reporting/Analytics, Risk Management, Benchmarking, Client Portal, Investments Tracking, Modeling & Simulation, Performance Metrics.
No, Horizon Dashboard does not offer a free trial.
Pricing
Starting at:
$1
Free Trial Available