General Inquiries

Dashboards Software / Trailing Dashboards/Single Site Portal

  • 1.  Dashboards Software / Trailing Dashboards/Single Site Portal

    Posted 21 days ago
    1. Wondering if any of you use "trailing" dashboards for reporting? If so, do you use special programs for this? How do you like them, etc. If not, what type of dashboard/software do you use for reports and why?

    2. Do you utilize a single secure portal to streamline viewing multiple bank/investment accounts (Wells Fargo + Bank of America + Stifel + others)/investment accounts). Looking for something of this nature for the owner of our company to view all of the bank accounts / investment accounts and run monthly statements from the stream of accounts so everything is in one place.

    Thanks for your feedback!

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    Jessica Moeller
    CAO
    Casco Contractors, LLC.
    Irvine CA
    (949) 679-6880
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