The Policy Stack Advisor Portal gives you a single place to manage your whole life banking practice, connect with clients, and track your book of business.
What the Advisor Portal Does
The Advisor Portal is built for practitioners who guide clients through whole life banking. It provides practice management tools — not financial advice engines.
From the Advisor Portal you can:
- Connect with clients who use Policy Stack as consumers, gaining client-controlled read/write or read-only access to their banking system data
- Seat clients so they receive full Builder Pro access at no cost to them — you cover their subscription
- Manage your practice with a CRM, pipeline tracking, smart lists, and AI-powered meeting notes
- Share scenarios to help clients explore their banking system possibilities
- Build your presence with a public profile and directory listing
- Track practice growth through analytics, referral tracking, and engagement metrics
Your Two Roles
As an advisor on Policy Stack, you operate in two contexts: