The wait is over. Portfolio Management 2.0 has officially arrived in your Green Check account!
We’ve rebuilt the dashboard from the ground up to help you do more than just see data. Now, you can take action with powerful insights that drive growth and compliance.
Here’s what you can start using today:
- Executive Summary: Instantly spot revenue, deposit flows, and growth trends.
- Compliance (Account Dashboard): Drill into deposits, withdrawals, and risk patterns with ease.
- Market Analysis: Benchmark your performance against peer institutions to uncover opportunities.
With the new Portfolio Management, you can monitor compliance, track performance, and uncover growth opportunities all in one place.
Explore Your New Dashboard!
What's Next 🚀
We are not stopping here. Soon you will see more enhancements like relationship manager filters, due diligence template & questionnaire insights, and license activity views.