Advisor product demo
What’s ready after a client call?
Follow Alex from a client conversation to a filled review form. Open the sample to check Jordan’s words, edit an answer or share the next steps.
Capture
Capture a client meeting.
Start with a transcript from a meeting you held. In this example, Alex records a question from Jordan and a document they agreed to send.
“My priority is to finish work at sixty-two. Can we look at what changes if I stay another year?”
Self-guided tour
Add the walkthrough to your calendar.
Choose a time for a self-guided walkthrough. Download a 30-minute calendar event with the agenda.