Horizon Dashboard

Horizon Dashboard

Horizon Dashboard offers an intuitive technology platform designed to enhance advisors' capabilities in marrying investment strategies with financial planning. Its customizable, actively managed single-stock portfolios and goals-based investing approach empower advisors to meet client objectives through innovative tools, including GAIN, PROTECT, and SPEND portfolios for tailored investment solutions.

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Top Horizon Dashboard Features

  • Intuitive advisor support
  • Goals-based investing framework
  • Customizable single-stock portfolio
  • Active investment management approach
  • Outsourced CIO solutions
  • Flexible separately-managed accounts
  • GAIN
  • PROTECT
  • SPEND portfolios
  • Practice management services
  • Behavioral investment strategies
  • Market insights and analysis
  • Regular quarterly webcasts
  • Investment consulting services
  • Enhanced customer experience tools
  • Technology-driven investment solutions
  • In-depth goals-based insights
  • Academic research-backed processes
  • Client-focused investment management
  • Dedicated advisor resources
  • Insights on market trends
  • Continuous portfolio optimization.