CERTIFIED FINANCIAL ADVISORS

Advisor Portal

Financial Advisor Client Management

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CERTIFIED FINANCIAL ADVISORS

Client Management

Welcome back, Advisor — manage your clients, track outreach, and grow your book of business.

0 Total Contacts
0 New Leads
0 Contacted
0 Active Clients
0 Not Called Yet
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Compose Outreach Email

* "Open in Email Client" will open your default mail app with all selected recipients pre-filled. For bulk sending, copy the message and use Gmail/Outlook.

First Name ↕ Last Name ↕ How I Know Phone Status ↕ Market ↕ Last Called ↕ Source ↕ Actions
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No clients yet

Add your first client manually or import from LinkedIn to get started.

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First Name ↕ Last Name ↕ How I Know Email LinkedIn URL Contact Actions
🔗

No LinkedIn connections yet

Import your LinkedIn Connections.csv file to get started.

Add LinkedIn Connection

Contact on LinkedIn

Edit your message below, then click Copy & Open LinkedIn. Paste it into their message box on LinkedIn.

* Your message is copied to clipboard. Click Message on their profile and paste.

Compose Outreach Email

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0 selected
To:
Select contacts on the left

Select contacts on the left then click Send Emails.

Import LinkedIn Connections

How to export from LinkedIn:

  1. Go to LinkedIn → Settings & Privacy
  2. Click Data Privacy → Get a copy of your data
  3. Select Connections and request the file
  4. Download and upload Connections.csv here
📄

Drag & drop your Connections.csv here

or

Preview (0 connections found)

First Name Last Name Email LinkedIn URL

Add Client

Upload a .csv or .vcf file to import contacts in bulk.

📄

Drag & drop your file here, or

Supports LinkedIn Connections.csv and vCard (.vcf) files

First NameLast NamePhoneEmailSource

Import LinkedIn Connections

Supported formats — upload any of these:

  1. iPhone / iCloud Contacts (.vcf): Go to iCloud.com → Contacts → gear icon → Select All → Export vCard → upload the .vcf file directly here
  2. LinkedIn (.csv): Settings & Privacy → Data Privacy → Get a copy of your data → Connections → download Connections.csv
  3. Google Contacts (.csv): contacts.google.com → Export → Google CSV format
  4. Custom spreadsheet (.csv): Any CSV with First Name, Last Name, Phone, Email columns
Tip: You can upload .vcf or .csv — both work. Phone, email, and name are all imported automatically.
📄

Drag & drop your contacts file here

Supports .vcf (iPhone) and .csv (LinkedIn, Google)

or

Preview (0 contacts found)

First Name Last Name Phone Email Company

Client Notes

How I Know Them

Client Profile

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Investment & Growth Planning
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