Engage your clients and scale your practice with the latest version of our Client Dashboard Screen

AIDER PRODUCT UPDATES

Engage your clients and scale your practice with the latest version of our Client Dashboard Screen

Our new and improved Client Dashboard Screen will allow you to manage your clients by exception, making it easier to proactively reach out to them when they need your help the most. At a glance, you can now see which clients need your attention by sorting them via financial performance alerts and insights, client name and industry.

Curious what other updates we've released in Aider recently?

Explore our latest updates here.

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Content Marketing Manager

Aider's Content Marketing Manager, Alix, is an expert in writing, and seeks to write content that shares Aider's innovative software with advisors.