Relationship Dashboard

Managing your client’s connection between life and money has never been easier.

Our Relationship Dashboard allows you and your client to view from one convenient location all of the following:


The results of the most recent Well-Being Index which includes both life and financial elements


Access to all goals currently in place and their progress toward completion


A rating of how well the client is currently using their strengths and values and access to the results of the Strengths and Values Survey


Past Well-Being scores and how their progress is tracking