Advisor Dashboard

Manage your client relationships and assessments

Your Investors

Name Email 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
Emily Davis
Conservative investor nearing retirement
emily.davis@email.com
29 2025-07-17 New Assessment View Report
Michael Chen
Aggressive growth investor, tech professional
michael.chen@email.com
78 2025-07-22 New Assessment View Report
Brendenfurrow
brenden.furrow23@gmail.com
No assessments Never New Assessment
Tom Brady
tbrady12@fake.com
No assessments Never New Assessment