ADVISOR DASHBOARD
Advisor HUB: The hands-on
dashboard for advisors
Too much information. Too little time. Managing your book of business shouldn’t feel overwhelming. Amplify’s Advisor HUB delivers the tools and insights advisors need to stay on top of their practices. With a customizable dashboard, you can monitor client relationships, track performance, and make informed decisions—all in one place, in real time.
Streamline your practice
with real-time insights
- Dive into detailed metrics to improve productivity, streamline operations, and strengthen client engagement.
- Analyze business growth across timeframes to uncover trends and opportunities.
Track what matters most
- Monitor metrics at every level: advisor, client, household, and account.
- Sort AUM by advisor, custodian, asset class, and investment strategy.
- Keep tabs on client inflows, outflows, and attrition to stay ahead of shifts in your business.
Stay connected and informed
- Leverage real-time market data to guide investment and allocation decisions.
- Build and customize watchlists for indices and individual securities.
- Organize events with a centralized calendar for meetings, training, and firm / industry activities.
Simplify your day, focus on what matters
Advisor HUB is the hands-on dashboard built specifically for advisors, giving you the tools to manage your business and serve your clients with precision. With real-time updates and actionable insights, you’ll work smarter—not harder.