Our user-friendly, goals-based planning software helps you guide your clients on their investment journey.
Advisors want powerful financial planning tools, up-to-date portfolio alerts, investment plan tracking, and clear, well-designed proposal documents that drive effective client meetings—all in one software package.
That’s Horizon Dashboard.
Advisors can monitor real-time portfolio activity in our Protect models through text messages or email, enabling them to quickly address client questions during market drawdowns.
Explore the historical holdings of our strategies and how they’ve changed over time. It takes just minutes to evaluate various planning scenarios.
Our powerful proposal tools make it quick and easy to evaluate different investment scenarios. When it’s time to present a plan, Dashboard’s simple language and engaging graphics can help advisors have meaningful conversations with clients.
Schedule your Horizon Dashboard demo today.