Better Advisor OS — Intake

Tell us about your practice and upload your client book. The agent will run a Practice Optimizer and a 6-agent Client Book analysis to produce your Practice Score, Book Score, and 90-day action plan.

⚙️ Practice Optimizer 📚 Client Book Orchestrator

👤 Advisor Profile

Advisor Name

Primary Role

Years in Practice

Number of Clients

Total AUM

Platform Stack

⏱️ Practice Self-Assessment

Client Meeting Hours / Month

Internal Meeting Hours / Month

Admin Hours / Month

Practice Flags

Currently using AI tools Has defined client segments

📊 Client Book Upload

📁

Drop your client CSV here or click to browse

Accepted: .csv · Columns: household_name, segment, aum, age, risk_profile, account_types, last_review_date

🧠 Load 120-Client / $200M Demo Dataset

Running Better Advisor OS

Initializing orchestrator...

Ingesting client book (120 households)...

Coverage & Insurance Agent...

Tax & Donation Agent...

Portfolio Alignment Agent...

Retirement & Cash-Flow Agent...

Estate & Legacy Agent...

Relationship & Engagement Agent...

Scoring, prioritizing & building plan...