E money related questions

What is the Client Site Organizer? This page of the Client Site contains relevant Client information like accounts, property, family \& friends, income, expenses, savings, and financial priorities This page of the Client Site tracking investment account values over time This page of the Client Site displays the client's calendar This page of the Client Site contains budgeting tools for the client to organize their current income and spending details Choose the best response(s) about customizing the Client Site using the options below: An advisor cannot customize which reports are available on a Client Site An advisor can customize which reports are available on a Client Site An advisor cannot customize the available sections of the Organizer An advisor can customize the available sections of the Organizer