Portfolio Thermostat
Dashboard Navigation










Welcome to the Portfolio Thermostat Dashboard
Your Partner in Changing the Conversation with Your Clients
Why a Dashboard?
Clients want a long-term relationship. The Canterbury Portfolio Thermostat Dashboard is designed to be your partner in growing and maintaining relationships with your clients. The Dashboard contains unique tools to help you educate clients on Adaptive Portfolio Strategy and ultimately “Change the Conversation.”
Dashboard Section Descriptions

Portfolio
Discover and evaluate Portfolio Efficiency and its internal metrics. Learn about the necessary components needed to limit drawdwons.
Institute
Your comprehensive guide to growing your relationship with your clients. View powerful videos on Adaptive Portfolio Strategy and download educational slides to educate clients.
Analytics
Prepare to be a market expert. View the latest Canterbury market research and submit your prospect portfolios for the Canterbury Analytics team to analyze.