Tasks
Open follow-ups and to-dos across your client list.
| Task | Client | Due | Status |
|---|---|---|---|
| Follow up on organizer | Priya Nair | Sep 26 | Open |
| Prepare strategy review agenda | Marcus Sterling | Sep 30 | Open |
| Send engagement letter | Jordan & Kim Park | Sep 27 | Open |
| Entity comparison notes | Delgado Holdings LLC | Oct 1 | In progress |
| Quarterly check-in reminder | Elena Brooks | Oct 10 | Done |
Advisor Side stores workflow and relationship details only — no tax returns, SSNs, IDs, bank details, or document uploads.