Your Advizr client platform
The platform at advizrclients.com is where your engagement happens: set goals, upload documents, chat with AI, and review proposals from your team. This section shows you how to get set up, find your way around, and get value from every feature. Your workspace is isolated, so your data stays yours.
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Start here#
Getting started
Accept your invitation, log in for the first time, and take a tour of your dashboard.
The onboarding wizard
Walk through the five-step setup that tailors the platform to your business. About 15 minutes.
Troubleshooting
Quick fixes for login issues, missing data, and other common problems.
Explore the platform#
Getting started
First login, navigation basics, and what you will see on day one.
Onboarding
Set objectives, upload key documents, book your first call, and learn to use Chat.
Dashboard
A guide to every sidebar area: Home, Chat, Goals, Documents, Proposals, Learn, Book, and Help.
Features
Runs and workflows, analytics, team management, notifications, and settings.
Account
Login and security, roles and permissions, and how billing works.
FAQ
Answers to general questions, troubleshooting steps, and how your data is protected.
Stuck or unsure where to start? Your Fractional Digital Engineer (FDE) is your first point of contact. Message them in Chat or book a call whenever you need a hand.
Want to go deeper?
The Academy teaches the skills behind the platform: prompt engineering, workflow design, and AI leadership for your whole team.
Visit the Academy