video1.0<iframe src="https://www.loom.com/embed/087a5f313f1a4443b6f7faf2701d4134" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/087a5f313f1a4443b6f7faf2701d4134-666da01a8c989b3a.gif246.529In this video, I discuss the challenges investment managers face when managing a large client base, highlighting the lack of efficient systems to track client needs and market changes. I introduce a new Dashboard that prioritizes clients based on urgency, allowing us to address mandate breaches, relationship gaps, and life events all at once. For example, it flags clients like Margaret Thornton-Worlds, whose portfolio has drifted above her mandate, and reminds us to reach out before they contact us. This tool transforms our workflow from a reactive process into a proactive one, enabling us to connect with clients in minutes rather than hours. If this sounds like the morning you want to have, I encourage you to visit Proactive.