interVal, a leading provider of software that empowers Accounting Firms and Financial Institutions with automated insights for SMB clients, is excited to announce the launch of its new advisor landing page the Latest Updates Dashboard and a refreshed Opportunities feature.
The Latest Update Dashboard is a brand-new advisor landing page, providing users with quick and easy access to the most important tools and resources. Navigating to the most important information has been made easier with direct links on the dashboard that lead to Opportunities, Adding or Inviting a Business, Help Center, and interVal's Insights Blog, advisors can now navigate their day-to-day tasks with greater efficiency. The dashboard also highlights the latest analyses, giving advisors immediate visibility into new opportunities and a comprehensive overview—all from the front page.
In addition to the Latest Update Dashboard, interVal has introduced a redesigned look for the Opportunities feature. This redesign places Opportunities for each business under a dedicated Opportunities tab, making it easier for users to track and manage them. Opportunities will now be automatically flagged when action is recommended, and can be marked completed when the opportunity is actioned, creating a convenient checklist for users.
"We are constantly looking for ways to empower our users and streamline their experience. The Latest Update Dashboard and the refreshed Opportunities feature reflect our commitment to innovation and our dedication to providing tools that make a meaningful difference in the day-to-day operations of our advisors,” said interVal’s CEO and Co-Founder, Trevor Greenway. “These updates are about making our platform even more intuitive and effective, helping our users to focus on what truly matters—building and maintaining successful client relationships."
The new update is now available to all interVal advisor users. To learn more about how interVal is designed to save time, enhance decision-making capabilities, and provide actionable insights for Accounting Firms, Wealth Management Firms and Financial Institutions, visit www.inter-val.ai.