ADVISOR DASHBOARD
Actionable portfolio expertise at your fingertips
Help simplify due diligence with your Advisor Dashboard
Analyze your book of business, set up ongoing monitoring, and instantly screen funds from your secure, easy-to-use dashboard. Watch to learn how it works.
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 holdingsVisual: 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 analysisVisual: 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 autopilotVisual: 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 track funds and get updates to your inbox
Visual: The user browses the Art of Clean Up Watchlist tool, toggles on the Email Updates option, and scrolls down the page, revealing analysis of tracked funds and a notification that the email preference was saved.
On-screen text: It’s all in one easy-to-use tool. With more features to come. Discover Advisor Dashboard now.
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.
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.
Put future reports on autopilot
After running your initial Art of Clean Up report, sign up for automated reruns at a frequency that meets your needs. All your reports and related information are stored on your secure Advisor Dashboard for easy access.
Instantly track and get updates straight to your inbox
Get instant, ongoing analysis of a custom list of funds. With Art of Clean Up Watchlist, check your funds against our nine key metrics that measure performance, risk, and efficiency—and even sign up for monthly email updates.
Your investment process. Our expertise.
Explore our full suite of portfolio construction solutions to refine holdings, build models, adjust portfolios, or inform investment decisions with proven multi-asset expertise from an industry leader.
Partner with us
For assistance with your Advisor Dashboard, contact Advisor Services or 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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