Product Release: Scorecards

After two years of design and several months of internal testing, the Entole team is excited to announce our new Scorecard feature recently released to all clients. With our new Implementation Scorecard, wealth owners can now see how their implementation is progressing and how they measure up against other digitized Family Offices. The Implementation Scorecard measures best practices for setting up legal structures and ensures Family Offices have the correct guidance on how to setup the digital elements of the Family Office.

As we continue to develop this feature, our wealth owners and advisors alike can expect additional scorecards from our industry leading partners. These upcoming scorecards focus on best practices from governance, to risk management, compliance and more. It is our goal to help our customers know the right questions to ask and how to get them answered.

Advisors will also be able to create their own scorecards to use as a collaborative tool. These advisory scorecards enable family advisors to quickly get a sense of how well a client is doing in their subject matter area and provide higher quality guidance based on near real-time information.

If you would like to learn more about our using our scorecard feature or how you can deliver more value to your clients in a collaborative and visual way, click the button below to schedule a meeting with our team. We look forward to speaking with you.

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New Feature Gallery

Scorecard Library Page

Here you can see your overall performance for a given scorecard. The Entole Implementation Scorecard is our first scorecard meant to guide you through the basics of digitizing your family office. Stay tuned for the announcement of our upcoming scorecard from industry leaders bringing you the best practices from within their disciplines.

Entole Scorecard Category Overview Page

Each score card contains categories to be completed. Here you receive an overview of how you are performing in each area and quickly zero in on any large gaps.

Scorecard Criteria Page

This page delves into the details, providing specifics about what needs to be done to meet best practices. Opening up a Criterion shows the Criteria Unfulfilled and provides an easy path to achieving a perfect score.