Advisor Dashboard
Strategic Advisor View
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No client selected

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.

BR
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My Notes
Advisor-Specific Context
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CRM Export

Copy the JSON payload below to import this client briefing into your CRM. The schema maps to standard contact + note structures used by most platforms (Salesforce, HubSpot, Redtail, Wealthbox).

Schema v2.0 — field mapping client.id → Contact ID · aggregate_signals.identity_archetype → Custom field · aggregate_signals.primary_tensions → Note (tag: stewardship-tension) · aggregate_signals.*_score → Custom numeric fields · aggregate_signals.preferred_impact_asset_classes → Multi-select · advisory_briefing → Meeting prep note · module_signals → Per-module audit trail