Planner Portal Overview

The Planner Portal serves as a comprehensive backend for financial advisors to gain insights into their clients and customize the platform to fit their specific business and clients.

The planner portal allows company owners to...

• Brand the platform to suit their business and clients
• Add embedded calendars for the company
• Update automated email content for the company
• Add a Stripe integration and set up service levels and tax rates
• Share and manage access to clients
• Adjust the fit criteria to suit the specific target client for the company

The planner portal allows individual planners to...

• Add embedded calendars for the planner
• Update automated email content for the planner
• Access client accounts
• Manage prospective clients through the process
• Manage clients through the planning process

Planner Section

Dashboard: Obtain an overview of client activity, including total clients, booked calls, and client progress.

Clients: Access a client list, view client plans, and export the client list.

Prospect Flow: Monitor the list of prospective clients and track their acquisition progress.

Client Flow: Review the list of paid clients and their respective stages in the financial planning process.

Fit Criteria: Personalize fit criteria for prospects based on factors such as age and family size.

Profile: Below are the 12 sections you can customize under your profile.

• Planner Link: Share the link for prospective clients to sign up on your platform and be automatically linked to a planner.
• Enabled Pages: Control the activation of sections in the client portal.
• Message Overrides: Manage active sections in the Foundation part of the client portal.
• Planner Info: Edit name, last name, trial length, and sample plan link. Customize trial lengths for prospective clients and provide a link to a sample plan.
• Change Password: Update your password.
• Calendar Iframes: Integrate calendar iframes for clients or prospects to schedule calls during their financial plan.
• Signup Side Content: Include testimonials on the signup page for prospects to view client reviews.
• Confirm Email: Send an initial email to confirm a prospective client's valid email address.
• Welcome Email: Automatically send an email after a prospective client completes the onboarding questionnaire, possibly during a free trial.
• Discovery Email: Sent when a prospective client transitions to a paid client after completing the Stripe checkout.
• Foundation Email: Sent when a Foundation PDF is uploaded for a client in the planner portal.
• Planning Email: Sent when a Planning PDF is uploaded for a client in the planner portal.

Company Section

Setup Guide: Access a step-by-step guide for getting started with a new planner account on Adviice.

All Clients: View a comprehensive list of all clients, including prospective clients, and assign clients to planners in the company.

Fit Criteria: Customize fit criteria for prospects based on age and family size.

Stripe: Seamlessly integrate Stripe as a payment service for a unified and efficient billing system.

Profile:

• Company Link: Share the link for clients and prospects to sign up, automatically linking them to the company.
• Enabled Pages: Control the activation of sections in the client portal.
• Message Overrides: Manage active sections in the Foundation part of the client portal.
• Company Info: Tailor the company name and customer trial length.
• Branding Data: Customize brand color and edit the email footer address for a personalized touch.
• Signup Side Content: Add and edit testimonials on the signup page for prospects to view client reviews and spark more interest in working with you.
• Calendar Iframes: Integrate calendar iframes for clients or prospects to schedule calls during their financial plan.
• Confirm Email: Send an initial email to confirm a prospective client's valid email address.
• Welcome Email: Automatically send an email after a prospective client completes the onboarding questionnaire, possibly during a free trial.
• Discovery Email: Sent when a prospective client transitions to a paid client after completing the Stripe checkout.
• Foundation Email: Sent when a Foundation PDF is uploaded for a client in the planner portal.
• Planning Email: Sent when a Planning PDF is uploaded for a client in the planner portal.