Appointments
Upcoming meetings and calls with your clients.
| Client | Type | When | Format |
|---|---|---|---|
| Marcus Sterling | Strategy review | Oct 2 · 10:00 AM | Video |
| Jordan & Kim Park | Intro call | Oct 5 · 2:30 PM | Phone |
| Priya Nair | Intake meeting | Oct 8 · 11:00 AM | Video |
Advisor Side stores workflow and relationship details only — no tax returns, SSNs, IDs, bank details, or document uploads.