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Advisor-friendly software​

Our user-friendly, goals-based planning software helps you guide your clients on their investment journey.​

Simple and All-in-One​

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.

Transparent Strategy History​

Explore the historical holdings of our strategies and how they’ve changed over time. It takes just minutes to evaluate various planning scenarios.​

Client-Friendly Proposals​

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.​

Strategy Alerts and Tracking​

Our powerful proposal tools make it quick and easy to evaluate different scenarios. And when it comes time to present a plan, clear language and engaging graphics can help advisors set realistic expectations with clients.

Take it for a test drive.
Schedule your Horizon Dashboard demo today.

Test-drive our technology

See Horizon Investments’ Customer Relationship Summary and
View Form ADV for additional information

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See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information
Not Guaranteed | Investing Involves Risk | Clients May Lose Money
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