Advisor experience
Soulai Dashboard, advisor side
A replica of the advisor screens with fictional data. Advisor-only content never appears in the client view.
Soulai DashboardAdvisor
Sample AdvisorAdvisor workspace
Statement assets on file
$2,105,689
Households
3
Accounts journaled
9
Open prospects
1
Unread client messages
0
ClientsClient coverageProspectsDocument VaultAction itemsAdvisor reportsInboxConsentsCalendar
Clients
| Client | Status | Accounts | Total | |
|---|---|---|---|---|
| Maya & Daniel Vega (fictional) | Active | 9 | $2,105,689 | |
| Sample Household B (placeholder) | Invited | 0 | — | |
| Sample Household C (placeholder) | Not invited yet | 0 | — |
End of the advisor tour
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