Viewing asMarsha LintonINSTITUTION ADMIN
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Dev Role

First National Bank Alaska Dashboard

All Clients on your platform

Add New Client
Clients Activated
3
Cumulative on your platform
Clients Currently Active
2
Logged in within 30 days
Clients Overdue
0
No login in 30+ days
Course Completions
33%
1 of 3 complete
AUM Under Management
$12.3M
Sum of Client valuations
Avg. Readiness Score
87
Across completed Clients
Data Rooms w/ Outstanding
2
Unresolved outstanding items
Billing Summary
$1,600
$1,000 base + $200/Client

Clients

ClientBusinessAdvisorCourse ProgressReadinessLast LoginStatus
Jim KerriganKerrigan Shoe RepairDerek Ahn
0%
-NeverNot Started
Paul MendozaNorthern Lights HVACDerek Ahn
100%
878 days agoComplete
Rachel IversonBayside Marine SupplyDerek Ahn
62%
653 days agoIn Progress