{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/e3b0b01208094a8880e98bf8f13ff021\" frameborder=\"0\" width=\"1872\" height=\"1404\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1404,"width":1872,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1404,"thumbnail_width":1872,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/e3b0b01208094a8880e98bf8f13ff021-dd32080bacfe75d8.gif","duration":114.325,"title":"How do I navigate the Rossby Port-All Dashboard?","description":"This Loom explains how to use the RASPi portal dashboard for Rospi Financial Partner Firm compliance and operations. It describes the dashboard as a central place to view total assets, clients, and any items needing approval. From the dashboard, viewers can access Compliance Reviews for items waiting on Rossby review, including submissions returned for correction, as well as the reconciliation queue for new accounts pulled from Black Diamond or Advizon. It also notes there is a section for accounts not approved that requires attention to maintain compliance with Rossby Financial policies."}