API originLoaded from config.js or saved local settings
Local
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.
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Households
Household directory
Review families by connected value, account count, review state, and data freshness.
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Households
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Household Detail
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Net Worth
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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.
Configuration
AuthenticationCognito Hosted UI session and PKCE verifier
Browser
Client-facing documents
Document branding
Global admin boundary
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.
Outside account connections
Task pilot
Minimal household upload
Create household shells for Tasks without importing members, accounts, financial records, BAA identities, or the CSV Tasks column.
Upload destination
Current firm
Lead Advisor is matched by name within this firm.
Choose the task-pilot household CSV, then preview it before importing.
Household source
Client roster upload
Preview the roster against the selected advisor book, then send unresolved identities to Household Setup.
Paste or inspect CSV rows
Roster preview has not run.