Advisor Dashboard
Manage your client relationships and assessments
Your Investors
| Name | Latest Score | Last Assessment | Actions | |
|---|---|---|---|---|
|
John Smith
Self-directed investor interested in balanced grow...
|
investor@gardenwealth.com
|
68 | 2025-07-29 |
New Assessment
View Report
|
|
Assessment History for John Smith:
|
||||
|
Emily Davis
Conservative investor nearing retirement
|
emily.davis@email.com
|
29 | 2025-07-17 |
New Assessment
View Report
|
|
Assessment History for Emily Davis:
|
||||
|
Michael Chen
Aggressive growth investor, tech professional
|
michael.chen@email.com
|
78 | 2025-07-22 |
New Assessment
View Report
|
|
Assessment History for Michael Chen:
|
||||
|
Brendenfurrow
|
brenden.furrow23@gmail.com
|
No assessments | Never | New Assessment |
|
Tom Brady
|
tbrady12@fake.com
|
No assessments | Never | New Assessment |