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
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:
USD 1
Free Trial Available
Reviews(0)
Write a reviewHorizon Dashboard alternatives
PayPal
PayPal helps businesses manage digital payments, invoicing, and mobile transactions across eCommerce and service workflows. Its most used by marketing, IT services, and retail teams. Reviewers highlight its mobile access and real-time alerts, but...load more
Jira
Jira is particularly well suited to software development and agile teams. Its versatility, however, extends beyond software development to product management, IT operations, and customer support, and it offers robust issue tracking and task...load more
Google Analytics 360
Google Analytics 360 is an enterprise-level analytics platform with in-depth performance indicators, such as ROI analysis reports. The app's primary function is to provide insights into customer behavior interactions with websites and apps to...load more
Dynamics 365
Dynamics 365 helps manage customer relationships, business operations, and reporting through centralized tools. Its most used by administrative and IT teams in software services and support roles. Its contact database and integrated business...load more
Acuity Scheduling
Self-service appointment scheduling with the world's friendliest scheduling tool, so you can save time for the rest of your to-do list.
monday.com
monday.com helps small businesses manage projects, tasks, and workflows with customizable boards. Its popular in marketing, IT services, and software services, especially among administrative and creative teams. Users value its team collaboration...load more
Smartsheet
Smartsheet helps small and midsize businesses manage projects, tasks, and workflows using a spreadsheet-style interface. Its most used by administrative and IT teams for daily collaboration and task tracking. Reviewers highlight its form creation...load more
Wrike
Wrike is a project management platform used by small businesses in IT services, marketing, and education to manage tasks, workflows, and timelines. Users highlight its dashboards and collaboration tools as standout features, while some cite a steep...load more
Tableau
Tableau helps people transform data into actionable insights that make an impact. Easily connect to data stored anywhere, in any format. Quickly perform ad hoc analyses that reveal hidden opportunities. Drag and drop to create interactive dashboards...load more