We promised that Portfolio Management 2.0 would keep evolving, and we’re excited to share the latest updates now available. Here’s what’s new:
✨ Relationship Manager Filters
Now you can filter the dashboard by relationship manager, giving each RM a clear view of just the accounts they oversee. This makes it easier to track performance, manage workloads, and share results with leadership.
💡 Pro tip: Don’t want to reapply the same filters every time you use Portfolio Management? Use the Bookmark button in the bottom right corner to save your filters as your default view.
✨ Licenses Tab
We’ve added a new Licenses section to Portfolio Management, giving you a complete view of licenses tied to your program and market.
- ✅ All Licenses in Your Portfolio: See every license uploaded by your CRBs, matched or unmatched. This ensures nothing falls through the cracks and gives you a baseline of all license activity tied to your accounts.
- ✅ Show Additional Licenses: A new inline callout reveals licenses linked to your existing CRBs that aren’t yet tracked in Green Check, helping you close compliance gaps and strengthen oversight
- ✅ Unbanked Licenses Map: Visualize non Green Check banked cannabis licenses across the country to quickly identify untapped markets and assess the total addressable market by state.
With these additions, you can monitor compliance more completely and uncover growth opportunities, all in one place.
✨ Relationship Count Filter
Choose how your program is measured: count every org separately for a detailed view of all entities, or roll up parent and child orgs into a single relationship for executive-level reporting (use the Account Filters button on the Executive Summary tab). This flexibility ensures Green Check reflects the way your institution defines success.
✨ Program Conversion Reports
Most helpful during new conversions, these reports show how your CRBs are progressing through approval, login, and integration. Quickly identify accounts that need follow-up to keep adoption moving by clicking on the "Track Program Conversion" button on the Compliance tab.
Open Portfolio Management Now 📊
⚡️ Together, these updates make Portfolio Management even more actionable, helping you see your portfolio from every angle, whether you are managing accounts, tracking compliance, or planning growth.