Advisor Terminal

Advisor Terminal is the ultimate practice management solution for independent financial advisors. This app focuses on Actions, designed to help you track, assign, and complete practice-wide actions with ease. Manage your daily operations efficiently, ensuring compliance, seamless collaboration, and enhanced productivity.

Key Features of Actions:
• Create & Track Actions – Organize workflows with titles, descriptions, status tracking, and priority levels.
• Link to Clients & Households – Keep actions connected to specific clients for seamless tracking and compliance.
• Activity Log & Team Comments – Enhance team collaboration with real-time updates and comments.
• Today's Focus Management – Prioritize actions to stay on top of urgent priorities.
• Multi-Employee Team Access – Assign actions, collaborate, and track effortlessly.

Advisor Terminal Features:
• Meeting Notes – AI-enhanced voice dictation, compliance checklists, and trade order integration.
• Centralized Dashboard – Gain real-time visibility into outstanding actions, team progress, and priorities.
• Actions Tracking – Monitor and adjust your workflows as they move through different stages.
• Securities Database – Maintain compliant records, auto-update MERs, and track stocks, funds, and bonds.
• Wealth Path – Fast account value forecasting, tax planning, and market volatility simulations.
• Client Hub – A streamlined CRM for advisors, including mass-import, household structuring, and financial highlights.
• Portfolio Shift – Smart portfolio rebalancing with CSV imports, target allocations, and trade order generation.
• Blueprints – Standardize and store key client details, including household structure, income, assets, liabilities, insurance, cashflow, and financial goals, for a more streamlined and informed advisory process.

Note: This app requires an existing Advisor Terminal profile and account to use. Sign in to access your advisor workflow and action management system.