Your Advizr client platform
The platform at advizrclients.com is where your engagement happens. You set goals, put your team to work, approve what it asks about, and read what it delivered. This section covers getting set up, finding your way around, and getting value out of every surface. 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 your first goals, add your source documents, book your kickoff call, and meet your team.
Today
Dashboard, Inbox and Digest: the daily loop.
Engagement
Goals, Workflows and Runs: the work and its record.
Your team
Tasks, Interact, the roster, and hiring a new coworker.
Value
Analytics and Reports: whether this is paying off.
Learn
The Brain: every source your team has read, with citations.
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 Interact 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