ADVISOR DASHBOARD
Actionable portfolio expertise at your fingertips
Strengthen manager due diligence and streamline your holdings with an Art of Clean Up® analysis on your personalized Advisor Dashboard.
ADVISOR DASHBOARD
Actionable portfolio expertise at your fingertips
Strengthen manager due diligence and streamline your holdings with an Art of Clean Up® analysis on your personalized Advisor Dashboard.
Access your Advisor Dashboard. Register or sign in now.
Watch to see where manager due diligence gets done.
Tap our proprietary methodology to analyze your book of business, provide ongoing monitoring, and instantly screen funds. Your Advisor Dashboard makes it easy to apply our multi-asset expertise to your portfolios.
On-screen text: Due diligence should be easier. With your Advisor Dashboard, it can be
Visual: A cursor moves and clicks the “Sign In” button. Then, a user scrolls through Advisor Dashboard features on tablet.
On-screen text: Simply upload your holdings
Visual: The user browses the Advisor Dashboard homepage, clicks on the “Services” tab and uploads their holdings by dragging and dropping an Excel file into the tool.
On-screen text: Streamline them with our proprietary analysis
Visual: Results from an Art of Clean Up report animate in, displaying the percentage of holdings that need immediate attention. Then, the user clicks on “View Summary Report,” displaying charts and graphics from the report.
On-screen text: See how your personalized results measure up to peers
Visual: The user navigates to the Peer Results Comparison tool, which displays charts that contrast the user’s portfolio analytics to averages from the Art of Clean Up program and from their firm.
On-screen text: Put future reports on autopilot
Visual: The user chooses how often to receive an updated Art of Clean Up report from a dropdown menu with Automated Rerun Enrollment.
On-screen text: Quickly access and download report history
Visual: The user downloads a file from a list of previous reports.
On-screen text: Instantly screen funds across nine key metrics
Visual: The user enters a ticker symbol into the Quick Screen tool, which displays the strategy’s pass/fail results against nine performance metrics.
On-screen text: It’s all in one easy-to-use tool. With more features to come. Discover Advisor Dashboard now
ART OF CLEAN UP
Manage your strategies—and time—more efficiently.
An Art of Clean Up diagnostic analysis evaluates strategies across nine key metrics to help you streamline your book of business, maximize investment outcomes, and minimize risks to your practice. Simply upload your holdings to get started.
And see how your results stack up against your peers.
With the Peer Comparison feature, you can see how your Art of Clean Up results compare with your firm’s average and the program average.
Then put future reports on autopilot.
After running your initial Art of Clean Up report, sign up for automated re-runs at a frequency that meets your needs. All your reports and related information are stored on your secure Advisor Dashboard for easy access.
Need additional expertise and resources to build, review, and adjust your portfolios? Explore our Portfolio Construction Solutions.
QUICK SCREEN
Instantly screen funds with our proprietary analysis.
Not quite ready to upload your holdings? Simply enter a ticker to evaluate funds across nine key metrics that measure investment performance, risk, and efficiency.
We’re here to help you get started.
If you need assistance with your Advisor Dashboard, call or email us. You can also schedule a virtual appointment with your T. Rowe Price sales partner.
Simplify due diligence and identify opportunities with our proprietary fund-screening analysis
Maintain your consolidation efforts with ongoing monitoring and reporting
Access reports, tools, and analytics on one secure, easy-to-use platform
Portfolio Construction Solutions discussed are available only to financial professionals and not the retail public.
Art of Clean Up® is offered by T. Rowe Price Investment Services, Inc. This information is not intended to be a solicitation or an offer to buy or sell any securities or investment services.
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