Tour of the advisor dashboard

Navigation

On desktop the top bar carries the master navigation: Dashboard, Clients, and Settings, plus whichever of Agents & Contacts, Condo and Lock Sheets your account has, the activity bell, and your account menu. New Client lives on the dashboard rather than the nav, since that is where you land. On a phone the top bar slims to the logo, bell, and avatar, and primary navigation moves to a bottom tab bar: Dashboard, Clients, and Settings.

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   Tap the bell to see Strategy Activity: a live feed of clients opening their strategy.

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   On mobile, tap your avatar to open the account menu: Settings, Help, and Sign out live there.

   

Quick actions and search (mobile)

The mobile dashboard opens with a search bar ("Search clients…") that live-filters your client list, and a row of teal quick-action tiles: New, Clients, and Settings, plus any owner tools enabled on your account.

The Clients card

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   The Clients card lists your most recently active clients. Click any row to open that client's workspace.

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   Use View all to open the full list, and Customize view to choose and reorder table columns.

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   Click any column header to sort: first click ascending, second descending, third back to default.

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   On a phone the table becomes tappable cards with name, email, type, last viewed, and status.