Products April 27, 2010
Commonwealth Advisers Can Tailor Web Portal with Widgets
Advisers affiliated with Commonwealth Financial Network can now use widgets to customize their own version of COMMunity Link, Commonwealth’s adviser Web portal.
Reported by Ellie Behling
Widgets are a convenient way to organize information, and Commonwealth advisers can now choose what is displayed on their homepage, as well as arrange and rearrange those elements to make their use of the Web site more efficient, the firm said. Widget settings stay the same from any computer used to login.
With the launch of widget functionality, advisers can tailor the homepage of COMMunity Link to reflect the pieces of information and workflow tools that best fit their needs. Additionally, many of the widgets can be customized to a user’s preferences. Popular widgets include Alerts, Market Summary, Work in Progress, Last Households Viewed, and Commission Snapshot.
Commonwealth offers a brief video demo about widget functionality here.
You Might Also Like:
2023 Retirement Plan Adviser of the Year Finalists
Award recipients will be recognized at the PLANADVISER Industry Leader Awards in New York City.
CAPTRUST Buys a Boston-Area Adviser Firm That Oversees $900MM in Assets
The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s...
What Plan Sponsors Should Expect From a Retirement Plan Adviser
As plan sponsors look to evaluate their relationship with their financial advisers, experts say it is critical that advisers understand...