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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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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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.