July 18, 2024, LONDON, Ontario — interVal, a leading provider of software that empowers Accounting Firms and Financial Institutions with automated insights for SMB clients, is excited to announce the launch of its new Business Overview Dashboard tool. Designed to revolutionize how advisors access and analyze their clients’ business health metrics in one easy view, this innovative tool provides an intuitive, comprehensive view of critical information, enabling advisors to support their clients more effectively.
The new dashboard offers a seamless user experience, allowing advisors to easily access business health insights such as business valuation, key metrics, valuation timeline, goals, and saleability score. Essential opportunities are also now easily accessible in the dashboard, including excess working capital, non-operating assets and serviceable debt. By consolidating these metrics into one accessible view, interVal equips advisors with the information needed to make informed decisions and strategic recommendations.
“We are thrilled to introduce this new dashboard tool to our platform,” said Trevor Greenway, CEO and Co-Founder at interVal. “Our goal is to empower advisors with the insights they need to help their clients achieve their business objectives. With this tool, they can monitor and assess their clients’ financial health more efficiently, ultimately driving better outcomes.”
The new dashboard tool is now available to all interVal advisor users. To learn more about how interVal is designed to save time, enhance decision-making capabilities, and provide actionable insights for Accounting Firms, Wealth Management Firms and Financial Institutions, visit www.inter-val.ai.
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