Advisor Dashboard
Your practice at a glance: clients, workflow, appointments, and referrals.
Active clients
4
New clients
2
This month
Client action needed
2
Upcoming appointments
3
Open tasks
4
Strategy reviews
2
Opportunities
3
Referral activity
3
Last 30 days
Pending referral bonuses
2
Upcoming appointments
View all- Marcus SterlingStrategy reviewOct 2 · 10:00 AM
- Jordan & Kim ParkIntro callOct 5 · 2:30 PM
- Priya NairIntake meetingOct 8 · 11:00 AM
Clients needing action
View all- Marcus SterlingIn Progress
- Priya NairIntake
Advisor Side stores workflow and relationship details only — no tax returns, SSNs, IDs, bank details, or document uploads.