🔎 In This Article
Advisor Dashboard
The Advisor Dashboard provides a quick snapshot of key client and business activities. It helps advisors stay on top of important tasks by displaying
Client data
Current action items
Unread messages
Upcoming birthdays
Other essential insights
The dashboard serves as a central hub for managing client interactions and daily workflows efficiently.
Advisor Dashboard Contact Widgets Overview
The Contact Widgets on your Advisor Dashboard offer a quick, actionable snapshot of your entire book of business.
With a single click, you can drill into categorized reports to track progress, follow up with intent, and stay organized across every stage of the client journey, from lead to loyal client.
These widgets help you:
Quickly assess where your contacts stand
Identify who needs outreach or follow-up
Track performance of your outreach strategies
Maintain a clear pipeline without digging through lists
Each widget links directly to a filtered Contact Report, giving you the insight you need to act efficiently and strategically.
Client Reports
Active Clients
View all contacts currently marked as active clients.
Invited Clients
See contacts who have been invited but have not yet activated their experience.
💡 Tip: Click on Invited Clients to bulk reinvite clients who haven’t yet activated into their experience. It’s an easy way to follow up with everyone at once.
Created Clients
Track all created client profiles.
Client Referrals
Review contacts referred by your existing clients. You are brought into your Referrals Report.
Prospect Reports
Active Prospects
View all contacts currently marked as active prospects.
Invited Prospects
See prospects who have been invited but have not yet activated their experience.
Created Prospects
Track all created prospect profiles.
Leads
View all contacts designated as leads—early-stage connections not yet in the prospect pipeline.
Advisor Back Office Overview
In-App Notifications keep advisors informed of important updates and actions that require their attention. These notifications may include:
Post Replies – Alerts for reactions to Posts.
Action Items – Notification task completion.
Client Activity – Notifications related to client interactions or status changes.
Notifications ensure advisors stay engaged and responsive, helping them manage their workflow efficiently.
Advisor Account Management allows advisors to manage their profile, settings, and integrations within the platform.
The Navigation Menu (sidebar) provides access to key features and tools within the Advisor Back Office. It allows advisors to efficiently manage client relationships, schedule communications, and oversee business activities. Essential function sections include:
Schedule – Create and track scheduled posts, messages, action items, and events.
Feed – Post updates and view shared content.
Messages – Communicate directly with clients.
Contacts – Manage client, prospect, and lead information.