Are you an investor or adviser who is currently working with multiple ventures and trying to keep on top of them all, or worse struggling to get regular updates at all?
We know first-hand that it’s been an incredibly busy time, but we have an exciting announcement for you today!
When we first launched One Metric we talked a lot about the important role that advisers play in keeping teams and organisations on track with their metrics - the tag line is “understand, share and improve your metrics” and advisers play a critical role in all three parts of that.
However, up until today we haven’t actually built much to make that easy for advisers to do their job better.
Today we’re pleased to announce the limited preview of our new “Adviser” accounts.
Once you’re set up as an adviser in One Metric you will have much better visibility of all of the organisations you work with. From a single login you can quickly see the key metrics for each organisation, and drill deeper into specific reports or metrics as needed. Even more importantly, you can easily highlight those organisations who are not updating their metrics on a regular basis, and also spot any organisations that you may not have reviewed yourself recently. This is all part of building the habit of regular updates.
This makes life much easier for anybody tracking multiple organisations. No more digging through a clogged inbox to find the right email, no more danger of losing track of the one organisation that has gone silent - instead, you can review your entire portfolio in one place. And if you’ve got folks who are working with you, you can add them to your adviser account in One Metric and they’ll automatically have access to all the organisations you advise - no more messing about with permissions for new hires.
What does this cost? Currently One Metric is free to all organisations, and we’re also extending that offer to new “Adviser” accounts - so as an adviser it’s free for you and free for all of the teams and organisations you work with. You can’t beat that!
This is a limited preview, go get in quick. If you’d like to be one of the first to try this out, get in touch today and we will be happy to set you up.
We look forward to hearing from you?