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An advisor is a type of organisation, not a role a person holds. When your organisation is an advisor organisation, AI Ready gives you tools to work across several client organisations. (Being an advisor is separate from whether you are an owner, admin, or member of your own organisation, see Roles.) You reach a client only through a partnership that the client has agreed to, or through a workspace, your firm’s own private working copy of a client. You never share a client’s login.

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Your landing screen

When you sign in to an advisor organisation, the dashboard shows Overview. The page is a grid of portfolio metrics — every card links to the page that owns its number:
  • The Notifications card sits down the left with the bell in its own header; the chevron beside it collapses the card. It holds your Alerts, Reports, and grouped notifications, and starts open on an advisor dashboard.
  • Clients — your roster count with a Connected / Workspace split, then your most recent clients with the date each relationship was formed; the card opens Clients.
  • Assessment activity — one bar per assessment tier splitting your clients into in progress, finished, and not started.
  • Meeting briefs — briefs generated per client as a chart; hovering a slice shows that client’s name and count in the centre. Opens Meeting Prep.
  • Advisor team — the people at your firm with email and status; opens Organisation → Advisors.
  • Plan & usage — your allowances, each with a usage ring and what’s used of it; opens Plan & Usage.
Your sidebar groups Capabilities (Evaluations → AI Readiness, Meeting Prep, and Notes) and Management (Clients, Organisation); your own Personal settings live in the profile menu at the bottom of the sidebar. The activation checklist lives under Dashboard → Getting started. If you have not added any clients yet, add your first from the Clients page with Create New Client.

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The Clients page

Open Clients to see everyone you work with. The page is titled Clients, “Clients you advise, invites awaiting a response, and clients you’ve added.” Three tabs filter the list, with All first and selected by default:
  • All, everything together.
  • Connected, clients you have an active or pending partnership with.
  • Workspaces, your firm’s private working copies (see Workspaces).
A ? hint beside the tabs explains the difference between connected clients and workspaces. The table has these columns: When you have no clients on a tab, you’ll see No clients yet, “Use Create New Client to connect to an existing client or create a new one.” On the Workspaces tab the empty state is No workspaces yet, “Use Create New Client and choose the Workspace option to add one.” If a filter hides everything, you’ll see “No clients match these filters.”

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Switching between clients

You act on behalf of one client (or your own firm) at a time, this is your Working with context. Switch with the Working with selector on any evaluation page, or from the client pill in the sidebar; while a client is selected the sidebar and evaluation pages carry clear client markers. See Working with clients.

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Meeting Prep

Advisors also have Meeting Prep: choose a client, review their profile, pick the kind of brief and generate it from a private note. It has its own guide, Meeting Prep. Research, the company and market research gathered for a client, is read from the client’s page or from the brief itself. See Research.

Partnerships

How a partnership starts, the states each side sees, and how it ends.

Workspaces

What a workspace is, who can see it, and what you can do inside one.