Advisor Engagement System

Advisor Portal

Unified view of your client relationships and engagement

David Kim · Senior Advisor

48

Total Clients

+3 this month

12

Nudges Pending

Needs review

7

Meetings This Week

2 today

74%

Avg Engagement

+6% vs last month

Client Overview

48 active clients

Client Detail Panel

Profile · Activity · Recommended Actions

SC

Sarah Chen

Age 34 · Knowledge: Intermediate

High

Score: 92/100

Engagement Score92%

Client Preferences

InvestingInsuranceMarket Updates

Communication Settings

Email + Push Notifications

Frequency: Standard

Last review: March 20, 2026

Recent Nudges Sent

  • Market volatility alert
  • Benefits reminder: $1,880 unused
  • Coverage check: job change