The Practice Settings area lets you configure how your advisor portal works. Here is a summary of each settings page and what you can control.
Pipeline & Workflow Settings
Customize the stages deals move through in your pipeline. You can rename stages, reorder them, add new ones, and set colors. Removing a stage moves its deals to the previous stage automatically. Default deal settings (coming soon) will let you pre-fill values when creating new deals.
Client Settings
Controls how clients interact with your practice:
- Client Visibility — toggle which data categories (policies, loans, deployments, goals) clients can see when connected
- Link Approval — require manual approval for new connection requests, or auto-approve them
- Welcome Message — a message displayed to clients when they first connect
Billing & Usage
View your current plan, billing cycle, seat allocation, and usage metrics. Manage your subscription, view invoices, and see referral credits applied to your account.
Notifications
Control how you receive alerts:
- Email Frequency — Immediate or Off
- Weekly client update — a Monday morning email with client activity, achievements, upcoming dates, and clients with no activity in 30+ days
- Individual toggle per notification category (Seat & Billing notifications are always on)