“Thor” here, Head of Product at interVal, with an exciting but simple new update! On our team, we’re constantly iterating on parts of our platform that help us achieve our goal of delivering tools that save time, surface opportunities, and give you the clarity needed to have stronger conversations with your clients. We’ve talked about it for quite some time, and we’re excited to finally bring our Client Portfolio feature in alignment with our focus on opportunities and expanded metrics.
It’s been a few years since we rolled out the Client Portfolio page, back when we only ran 6 metrics. Since then, we’ve added another table focusing on opportunity amounts, but it was still tricky to navigate and view everything at once. The updated version now brings all of your businesses into a single, smarter view - with a leaderboard of your top performers front-and-center to make sure you have an easy next action.
As part of these updates, we’ve brought our full list of 26 metrics and ratios, opportunity amounts, valuation results, and profile completion activities into one table. This makes it simple to assess where a client is today compared to others and where there may be room to grow.
With any table housing a great deal of data points, it’s only useful if it can be sorted, filtered, and customized. That’s why we’ve added quick filters, sorting, and a fully-configureable filterset to the table, so you can adjust the table to see what you’re most interested in.
All of this said, we know that data is often most useful when it can be factored into other datasets. That’s
The redesigned Client Portfolio was built with one goal in mind: to make it easier for you to deliver proactive advice to business owner clients. By combining clarity with control, we’re helping advisors spend less time gathering data and more time turning that data into meaningful conversations.
interVal clients can access the Client Portfolio page on the left navigation bar in the platform, and please let us know what you think!
Author: Trevor "Thor" Horman