Given the complexity of modern life, the number of outstanding client requests at any time can be quite daunting. Our task manager is there for you to reduce the stress and to ensure no items are missed, giving you peace of mind that your clients are well looked after.

  • Design your own task types that integrate directly with the DataView Wealth platform. Create complex tasks with sub-tasks, each assigned to a different team member.
  • Specify due date rules based on calendar days, weekdays or business days using a holiday calendar.
  • Set your own preferences to receive notifications at key stages of the task or when the due date is near.
  • View individual or aggregate task stats using our intuitive dashboard widgets.
  • View team productivity and stats on task completion and overdue rates.

Your administration team will never drop the ball again. Every paper process in the office is now a TASK so nothing will slip through the cracks.

Open a Task to change status, attached documents, or re-assign.