Settings
Manage your firm profile and branding for client PDF reports.
Advisor identity
Contact info (appears in PDF footer)
PDF branding
No logo uploaded
Used in PDF header & accents
Disclosure text (PDF footer)
Recommended: include your RIA or broker-dealer disclosure boilerplate here.
Good morning
Here's your practice overview for today.
Active clients
•
Scenarios saved
•
this year
Avg. tax saved
$4,820
vs. IRA-first baseline
Sessions this week
•
last 7 days
Recent clients
| Client | Last session | Scenarios | Status | |
|---|---|---|---|---|
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Tax savings by scenario type
Recent activity
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Clients
Manage your client roster and jump into their optimizer.
| Client | Contact | Tags | Last session | Scenarios | Actions |
|---|---|---|---|---|---|
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Saved scenarios
All optimizer sessions saved across your clients.
| Name | Client | Tax year | Status | Saved | Actions |
|---|---|---|---|---|---|
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