SOLVD.cloud
Talk through your project
All articlesArticle

What’s the best way for RIAs to personalize FSC dashboards for optimal client visibility

Becca Lough

If you’re a Registered Investment Advisor (RIA), you know how important it is to quickly find the right information about your clients. But many dashboards feel messy and confusing. They don’t show what you really need to help your clients. 

As Jenna Connell, Consultant at SOLVD, says:

"Generic solutions don’t cut it when clients expect personalized advice and a deep understanding of their financial lives."

The good news? Salesforce Financial Services Cloud (FSC) makes it easy to create dashboards that actually work for you.

Why It’s Important to Personalize Dashboards

When dashboards are messy, you waste time digging for answers. That can make client meetings stressful.

With better dashboards, you can:

  • See the important stuff quickly.
  • Spot problems or new opportunities early.
  • Have better, smarter conversations with your clients.
"By personalizing dashboards, RIAs can unlock deeper client understanding, improve efficiency, and build stronger relationships," says Jenna.

Simple Ways to Improve Your Dashboards

Jenna Connell, Consultant at SOLVD suggests a few easy ways to make dashboards better:

1. Show Key Client Info

  • Highlight important things like account balances, investment performance, goals, and risks.

2. Use What’s Already Built

  • Salesforce has prebuilt dashboard pieces you can tweak. You don’t need to start from scratch.

3. Make Dashboards for Each Client

  • Build dashboards that show details for a single client. Filters make it easy to dive deeper.

4. Show Client Connections

  • Use tools like the Actionable Relationship Center (ARC) to see family or household ties. This can show you new ways to help.

5. Pull in Outside Data

  • Bring in data from other systems so you see the full picture.

6. Keep It Visual and Mobile-Friendly

  • Use charts and graphs to make things easy to understand. And make sure the dashboard looks good on phones too.
"Customizing your dashboards lets you have smarter, faster conversations with clients — whether you’re at your desk or on the go," says Jenna Connell, Consultant at SOLVD.

Why This Matters

When you set up dashboards the right way, you:

  • Save time.
  • Spot problems faster.
  • Build better trust with your clients.
  • Make smarter decisions.
  • Keep all important information in one easy place.

Let’s Make It Happen

At SOLVD, we help RIAs like you build better Salesforce dashboards that fit your exact needs.

👉 Schedule a free call with SOLVD.cloud today and see how easy it can be to make your dashboards work for you!