Advisor Dashboard
Strategic Advisor View
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Select a client from the sidebar to view their advisory briefing, or complete a journey in the client-facing app to populate this dashboard.

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Good to have you here.

Bring a specific situation — a client conversation you're preparing for, something that's been sitting with you, or a question about your own practice. The Companion thinks alongside you.

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My Notes
Advisor-Specific Context
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Settings

Manage your CRM integration and account preferences.

CRM Integration

Connect your CRM so client synthesis outputs write automatically to contact records after a journey is complete.

Push to CRM

Enter this client's contact ID from your CRM to write the Stewardship Alignment Summary to their record.

Find the contact ID in your CRM by opening the client record and copying the ID from the URL or record details.

Client Signal Card

A plain-text profile for sharing with advisors, co-advisors, or partners. Copy and paste directly into an email, notes field, or message.