Advisor Terminal icon
Advisor Terminal icon

Advisor Terminal

Advisor Terminal is the practice operating system for independent financial advisors. Keep your dealer for trades; move CRM, KYC snapshots, meeting notes, conversation capture, tasks, vault, wealth planning, and portfolio/trade math into one system.

Advisor Terminal screenshot 1

Cost / License

  • Subscription
  • Proprietary

Platforms

  • Software as a Service (SaaS)
  • Online
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Features

  1.  Dark Mode
  2.  Task Time Tracking
  3.  Recurring Tasks
  4.  No Tracking
  5.  Kanban Board
  6.  Ad-free
  7.  Spell Checking
  8.  Reminders
  9.  End-to-End Encryption
  10.  Goal Tracking
  11.  No Coding Required
  12.  Real time collaboration
  13.  Two-factor Authentication
  14.  Cloud Sync
  15.  Import CSV Data
  16.  Financial Planning
  17.  Team Collaboration

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Advisor Terminal information

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What is Advisor Terminal?

Advisor Terminal is the practice operating system for independent financial advisors. Keep your dealer for trades; move CRM, KYC snapshots, meeting notes, conversation capture, tasks, vault, wealth planning, and portfolio/trade math into one system. Built for Canadian and North American advisors.