Technology
interVal Rolls Out New Advisor Landing Page
The Latest Update Dashboard provides accountants and advisors with quick and easy access to important tools and resources.
Sep. 09, 2024
interVal, a provider of software for accounting firms and financial institutions, has launched its Latest Update Dashboard and a refreshed Opportunities feature that is now available to all interVal advisor users.
The Latest Update Dashboard is a brand-new advisor landing page, providing users with quick and easy access to important tools and resources. Direct links on the dashboard lead to such tools and resources as Opportunities, Adding or Inviting a Business, Help Center, and interVal’s Insights Blog. 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. It places Opportunities for each business under an 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,” Trevor Greenway, interVal’s CEO and co-founder, said in a statement. “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.”