Advisor dashboard
Checking your account…
These are requests from people who found you in the advisor directory. When you accept a request, that person can share their plan and report with you, encrypted end-to-end so only you can read it — visible only to you while the connection stays accepted, and revocable by the client or a site admin at any time.
Encrypted client sharing
Preparing your encryption keys…
Choose a data password. It protects the private key that decrypts client shares — it is never sent to the server.
Save this recovery code somewhere safe. If you forget your password, it is the only way back into your encrypted shares.
Notifications
Connection events and plan updates land here. Refreshed automatically every minute.
Pending requests
People asking to connect. Accept to let them share a portfolio snapshot with you.
Your clients
Accepted connections. Open a shared snapshot to review it, or write a personalised action plan.
| Client | Connected | Financial report | Action plan | Actions |
|---|
History
Declined, revoked and removed connections.