AI by industry · Financial advisors
A dashboard for financial advisors
A dashboard for an advisory practice shows each client’s next review, open tasks, last contact and life events, plus pipeline for prospects and referral sources. It updates from email and meeting notes, so you can see who needs attention without a spreadsheet, and nobody is surprised by a review that was never scheduled.
Map your practice: see what could run on its own
Enter your website. The Brain reads it and shows every step of your financial advisor that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
Reviews and contact rhythm
A list of clients by last conversation and next review exposes the drift. The ones you have not talked to in a while rise to the top.
A client who had a major life event recently and has not heard from you rises above one who is quiet but fine.
Prospects and referral sources
Track prospects by stage and who referred them. Over time you see which CPAs, attorneys and clients send the best relationships.
Westward builds these as custom systems on your own accounts.
Access and records
Client data deserves strict access and an audit trail. Work with compliance on what is stored and how long.
Sign in with an emailed one-time code rather than shared passwords, and review who has access regularly.
Picture this
Examples of what it can look like in a financial advisor. Illustrations, not clients.
Monday’s view shows clients due for a review this month and the three whose last contact was longest ago.
A prospect page shows the referral source, the meeting notes and the next step.
A referral report shows which attorney sent the most prospects this year.
Map your practice in Westward’s Brain
Enter your website. The Brain reads it and shows every step of your financial advisor that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
Questions
Can it sync with my current CRM?
Often. It depends on what your system allows.
Does a client see it?
Only if you build a portal. By default it is for you and your team.
Will it connect to my custodian?
It depends on what the custodian lets you share. Build only what your agreements allow.
More AI for financial advisors
What Westward builds for this
A dashboard that runs itself in similar businesses