Tab 1: Orion
(portfolio performance)
Tab 2: Email
(recent communications)
Tab 3: Salesforce
(client notes)
Tab 4: Trading Platform
(recent activity)
Tab 5: eMoney
(financial plan)
Tab 6: Billing System
(fee information)
Tab 7: DocuSign
(pending documents)
Tab 8: Calendar
(meeting history)
Tab 9: Schwab
(account details)
Tab 10: Planning Software
(goals tracking)
Tab 11: Box
(stored documents)
Tab 12: Custodian Portal
(statements)
Client asks:
“How’s my overall progress looking?”
Advisor thinks:
“Give me 30 seconds to flip through 12 tabs.”
Your Advisors Aren't Financial Advisors. They're Tab Managers.
What Your Advisors Get
Single Client Dashboard
Complete portfolio performance across all custodians
Financial planning status & goal progress
Recent communications & meeting history
Pending documents & action items
Account details & recent activity
Fee information & billing status
Smart Context Assembly
System assembles complete client picture automatically
Recent changes & important updates highlighted
Action items prioritized by urgency & importance
Historical context available with one click
Workflow Integration
Initiate trades directly from client view
Send documents for signature without leaving platform
Update planning goals & track progress
Schedule follow-ups & set reminders
Performance data updates automatically
Role-based dashboards for different advisor levels
Communications logged & visible instantly
Planning progress tracked in real time
Client Prep
Open One Dashboard
Client Questions
Immediate Answers From Unified View
Advisor Stress
Minimized (Zero Tab Switching)
Client Confidence
Enhanced By Seamless Expertise
Real Results
Built For
Modern Advisory
The Focus
Advantage
Advanced
Features
Intelligent Information Prioritization
System learns what advisors need most frequently
Important updates surface automatically
Action items prioritized by urgency & client tier
Customizable views based on advisor preferences
Contextual Workflows
Trading actions launch from client performance view
Document signing initiated from client dashboard
Planning updates flow directly into goal tracking
Meeting scheduling integrated with client calendar
Team Collaboration
Shared client notes & communication history
Team task assignments & status tracking
Collaborative planning & goal management
Unified view across advisor teams
Mobile Optimization
Complete client context available on any device
Touch-optimized interface for tablet & phone use
Offline access to critical client information
Synchronized updates across all devices
Why This Matters
Every tab switch costs your advisor focus. Every "let me find that" costs your firm credibility.
Stop forcing advisors to be system administrators. Stop letting technology complexity undermine advisory expertise. Stop accepting tab fatigue as normal.
