Elevate Accuracy with Easier Data Audits
“Garbage In, Garbage Out”Anyone in Operations
Reports are only as accurate as the data behind them. Wouldn’t you like to be notified when something needs your attention, instead of a complex, time-consuming data auditing process?
To ensure AdvisorClarity reports accurately, we developed an operations view which monitors your databases for accuracy.
We can even send you an email when there is an anomaly or data entry mistake. AdvisorClarity proactively notifies you when something needs your attention. For example:
- Someone forgot to fill out an advisor assignment
- Why does a prospect have funded accounts?
- Which accounts are missing an investment objective?
- Why are there accounts without a billing assignment?
AdvisorClarity’s Operations View frees operations staff from the manual, time-consuming process of data audits in order so that time may be spent on more valuable activities.