Horizon Dashboard – Features, Pricing & Reviews 2026 | Krowdbase
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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/

Pricing

Starting at:

$1

Free Trial Available

Reviews(0)

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