“The new dashboard solution gives our advisors and assistants one central location to quickly retrieve information stored in different locations. Information that previously took minutes or longer to locate is now available on one screen in a matter of seconds. Quick access to client information enables our advisors to provide …

“Information Builders’ solution quickly won our approval for many reasons. It had a very attractive price, the solution is very open and fully adaptable, and the data correction tools include a web visualization tool to easily view abnormalities.”