The Basics: Start Here
      Back to home
      1. Knowledge Base
      2. Getting Started
      3. The Basics: Start Here

      The Basics: Dashboard

      Get a quick understanding of your dashboard and all of the features that live on it.

       

      What can you see on the Dashboard?

      dashboard 2

      1. Recently Viewed: Any firms or advisors who's profiles you have recently viewed will appear here.
      2. Saved Searches: Any saved searches you have saved will appear here.
      3. Followed Advisors: Any advisors that you have "followed" will appear here. See "How do I follow an advisor" for more details.
      4. People Moves: Advisors who have moved from one firm to another.
        1. Breakaway Advisors: Advisors that have left Wirehouse firms to go independent.
        2. Recently Registered Advisors/Firms: We update our data weekly so each Monday morning you will see the most up to date information as far as people and firms registered with the SEC and FINRA. 
      5. Icon Toolbar:
        home icon  Home Icon
        advanced search iconAdvanced Search Icon
        exports icon Previous Exports Icon
        my data icon My Data Icon
        crm integration icon CRM Integration Icon

      If you have any questions please reach out to us at support@planprofessional.com