Advisor Workbench
Today, this week, this year
A single advisor console — calendar, work, and milestones ranked by funded impact, retention risk, and white-glove commitments.
Meetings today
3
Top priority today
2
At-risk households
1
White-glove · next 14d
0
Growth follow-ups · 7d
2
Today capacity
Light
Today's agenda — Marcus Chen
2:00 PM
45m
Onboarding Call·Marcus Chen
1Y
9:30 AM
30m
Team standupOperationsLow
Team Meeting·Marcus Chen
11:30 AM
25m
Client Check-In·Marcus Chen
1Y
Open work today
today
Task
Tailor proposal deck and pricing schedule. (Zeller Trust)
1Y
today
Task
Confirm next meeting and pre-read. (Ueno & Co.)
At-Risk
-9d
Planning Action
Refresh financial plan with latest income and goal inputs. (Larsen Family)
1Y9d
-3d
Review Prep
Pull portfolio snapshot, plan deltas, and prior meeting notes. (Müller Family)
1Y3d
Daily focus brief
What should Marcus Chen focus on today and why?