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NEW on My Advisor Dashboard: Download your clients' Individual Statements

We keep adding features to the My Advisor Dashboard to support you in helping your clients navigate their financial journeys. Now it's easier for you and your clients to download Individual mid-year and year-end Statements. Your clients can also download their statements for the last two years on MyEmpire, the client portal.

Individual Statements
It's easy to download your clients' Individual Statements on My Advisor Dashboard. The downloaded PDF is easy to email or print, providing clarity to your clients. 

Click 'Documents' in the top navigation and select 'Client Statements'.
In the dropdown, select 'Individual Statements', then fill in your client's policy number and hit 'Search' to access any of their mid-year or year-end statements.

Enjoy the time-saving benefits of My Advisor Dashboard

We're improving the My Advisor Dashboard while we move more features from the Business Centre. Coming soon: Ad Hoc Statements and Bulk Statements! We are making it easier to find the information you need and are adding more data to support your clients.

Want to see how it all works? Got a question? Let us know, or book a quick 15-minute demo.