Manage Your Accounts with Accounts Viewer

Accounts Viewer is a powerful tool designed to provide financial advisors with a comprehensive overview of their clients' portfolios and financial assets. By centralizing account information and streamlining portfolio management processes, the Accounts Viewer module offers numerous benefits to financial advisors who manage a portfolio of assets.

We know that your firm offers a diverse range of financial products, including insurance policies, group benefits, segregated funds, GICs, mortgages, and more. Each of these products follows a unique process, with different stages and requirements along the way.

With the Accounts Viewer, financial advisors can customize their Kanban board to reflect these processes, creating tailored workflows for each product category.  

This module will be populated with all the data points from the Accounts module, meaning that each card you see on this screen is an existing account in your CRM.  

On the top dropdown list, you can select a process. In this case we’ll choose the Individual Insurance Process:

This will display all the accounts that are included in the Individual Insurance Process and the board will display each account in the corresponding stage:

You can filter by date; this date will be filtered by the Close Date field in the account.

You can also filter by revenue type.

Note: Remember that the revenue type is a field that you can configure in the Settings menu.

Then expand the Accounts menu, click on the System Fields menu and there you will find the Revenue type configuration page. In here you can create new revenue types which can be used to track different revenue streams from your company. In our example we are going to focus on Renewals.

Let's use Revenue Type = Renewals as an example, this will remove all accounts that are not associated with this revenue type to easily to find the cards in the Kanban board:

Using the board, we can drag and drop cards through the columns, acting at each stage as required by our firm's process. We can also assign them to a specific status:

• Lost
• Abandoned
• Managed Account

In this case, we successfully concluded the new insurance policy we have been working on, so now we can assign it as a Managed Account.

You can see all managed, lost and abandoned accounts in the board by clicking on the menu icon of the Kanban board:

Adding Links to the Accounts Playbook

Adding links to your Accounts Playbook

Click the link below for a demonstration of how to add links to your Playbook.
Adding links to the Playbook

1. In Maximizer; select the Accounts Viewer.
2. Select an opportunity currently in progress and click the Playbook Icon.

Click Edit Playbook.

Select a stage and click Add Link.

Enter an appropriate title and corresponding URL.

Click Add Link.

Click Close.