Non-Custodial RIA Support Platforms
OCFO Dashboard 2.0
Last year we posed a question to wealth managers – Who is your firm’s financial advisor and what business planning tools do you require to guide your firm? Our answer: Dynasty’s OCFO Team and OCFO Financial Management Dashboard – a proprietary business-planning and analysis tool that provides RIAs data-driven guidance for critical business decision making.
Given its success and wide adoption across Dynasty’s Network, we have enhanced our Dashboard by
1) Updating the user interface with interactive charts and visuals
2) Adding interactive “Deep Dive Drill-Down Reports” that provide advisors dedicated and granular views into their profit margins, client assets, and fees, as well as their full Profit & Loss statement.
3) Creating a mobile experience and publishing it to the cloud for on-the-go advisors