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New Linebarger Client Dashboard

Linebarger rolled out the release of a new service, the Linebarger Client Dashboard, which gives clients a new option for reviewing their portfolio activities. The Linebarger Client Dashboard can work in conjunction with Client View or as a stand-alone feature.

Client View offers detailed information on individual accounts, while Linebarger Client Dashboard provides a broader look at portfolios. This higher-level analysis allows our clients to assess overall performance, trends, input/output measurements, and offers customized reporting.

The data available through Linebarger Client Dashboard is “clean” [free of Personally Identifiable Information (PII)]. Our unique, secure client IDs permit clients to securely sign-on and prevent access to another client’s information.