Advisor workspace
Select a view
Open your production view, then drill into households when you need client-level detail. Additional firm and advisor scopes appear only when your access grants allow them.
Households
Household directory
Review families by connected value, account count, review state, and data freshness.
Household
Household detail
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Connected Data
Connect or refresh account data
Open AccountView, connect external accounts, and MFA will queue an advisor-scoped import when you return.
Data review
Household setup
Match AccountView accounts and uploaded roster evidence into one canonical household queue.
Unassigned AccountView accounts
Resolve BAA holding records by assigning them to reviewed households or creating the missing household and client.
Advisor settings
Workspace settings
Manage the current advisor workspace and advisor-scoped source files.
Client-facing documents
Document branding
Your logo, colors, and type on every client PDF this firm exports.
Outside account connections
Global administration. Firm admins can invite and suspend ordinary advisor staff inside this firm. Firm-admin roles, advisor setup, BAA provisioning, exports, and platform access remain in /admin/. Advisor uploads require edit access to the selected advisor book.
Task pilot
Minimal household upload
Create household shells for Tasks without importing members, accounts, financial records, BAA identities, or the CSV Tasks column.
Household source
Client roster upload
Preview the roster against the selected advisor book, then send unresolved identities to Household Setup.