When you open a client, the sidebar separates advisor work, source data, planning analysis, presentation tools, and client delivery. Use this reference when you know what you want to do but are not sure where it belongs.
Office
Office is the advisor-only command center. The permanent header views are:
Home — household, financial, goal-funding, planning-work, and calendar summaries;
Notes — internal context, account notes, and Guide template fields;
Plan Cleanup — missing or inconsistent plan data; and
Tasks — client-specific advisor and client follow-through.
Plan Setup can appear as a temporary separate sidebar item while a new client is being configured. It disappears after setup is marked complete.
Profile
Profile stores source information used by the rest of the plan.
Household — adults, children, businesses, trusts, household settings, and portal access.
Accounts — assets, liabilities, ownership, holdings, balances, tax treatment, and savings.
Cash Flow — income, savings, spending, debt payments, and giving.
Insurance — current policies and coverage information.
Correct a client fact in Profile rather than overriding every downstream module that uses it.
Documents
Documents stores uploaded client files, document folders, and extraction results. Advisors can upload source material and review proposed structured data. Clients can upload and organize documents through their portal, but they do not control the advisor's extraction review.
An uploaded document and an applied Profile record are different things. Review extracted proposals before applying them.
Financials
Financials provides client-ready plan summaries built from the reviewed client data. Use it to understand and present the household's financial position and cash flow without opening every source table.
Financials is an advisor workspace. Deliver client explanations through the appropriate Guide rather than assuming the client can open the Financials page.
Planning
Planning contains the detailed analysis.
Goals — goal calculators, Goal Mapping, Gap Analysis, and the Retirement projection.
Spending — transactions, cash-flow organization, categories, tags, groups, and rules.
Investments — holdings, allocation, portfolio characteristics, targets, and drift.
Insurance — analysis of coverage needs; Profile Insurance records what the client owns.
Taxes — tax scenarios, comparisons, opportunities, and plan construction.
Estate — estate planning information and document status.
Business — business-owner valuation, cash flow, and exit-planning analysis.
Changes — planning recommendations plus the Insights review surface.
Planning modules are advisor workspaces. The client sees selected conclusions when you include them in a Guide.
Visualize
Visualize is a separate top-level advisor destination between Planning and Guides. It provides eight views for seeing the household through different planning lenses. Use it during analysis or a presentation when a visual relationship is easier to explain than a table.
Visualize is not a Guides submenu and is not a client portal page.
Guides
Guides is where you create and manage client-facing deliverables. Add components, organize the layout, add advisor explanation, control client visibility, preview the result, and choose the Guide the client should land on.
In the client portal, the delivered Guide appears under Overview. The client cannot edit the Guide layout or see the advisor editor.
Dora
Dora is the client-aware assistant. Use it to ask questions, summarize information, explore analysis, and prepare proposed work. Review proposals before they change plan data. Dora conversations and internal reasoning are not visible to clients.
Client portal navigation
The portal is intentionally narrower than the advisor application. Clients can have access to:
Overview — delivered Guide content;
Profile — the client-facing profile experience;
Documents — file upload and organization;
Tasks — client-assigned work;
Spending — the client spending experience; and
Investments — client-facing investment information.
Clients do not get the advisor's Office, Financials, complete Planning workspace, Visualize, Guide editor, or Dora.
Practice-level navigation
Leave the client file when you need practice-wide work:
Home — due work, recent client activity, dates, and practice watchlist;
Clients — the full household list;
Tasks — work across all clients;
Templates — Guide, model-portfolio, folder, and related defaults;
Research — practice research and client exposure; and
Academy — training.
Where to go for common tasks
Correct an account balance: Profile → Accounts.
Find the reason a goal is underfunded: Planning → Goals, then the goal and Goal Mapping.
Review missing plan data: Office → Plan Cleanup.
Turn a planning finding into a recommendation: Planning → Changes → Insights.
Assign follow-through: Office → Tasks or the relevant Change.
Prepare a client-ready summary: Financials, then build the explanation in Guides.
Upload a source statement: Documents.
Invite an adult: Profile → Household.
When a summary and source record disagree, treat Profile and the saved planning assumptions as the data to investigate. Check amount frequency, dates, ownership, account assignments, linked-data freshness, and overrides before entering a duplicate value.