Industry pack

Personal Financial Advisors OS

Personal Financial Advisors OS: client portfolios and annual reviews, connected to clients, matters & engagements and deadlines & filings - calculations, views and example rows already set up.

Linked databases: 7
Automatic calculations: 11
Ready-made views: 14

Saves time
Accounts per client with value, target equity mix and current mix - drift from target flags a rebalance.
Connected data
Review meetings with goals, risk profile and suitability letter - clients overdue an annual review are listed.
Calculated for you
Statutory and client deadlines count down with overdue flags
Nothing missed
Documents still missing from each client are listed per matter

See what is inside ↓

How you get it

1. Buy once, or use one of your membership downloads.
2. Open the link we email you and click Duplicate.
3. It lands in your Notion workspace with every database, link, formula, view and example row ready - works on Notion's free plan.

The Personal Financial Advisors OS dashboard in Notion with example data — Real screenshot of the dashboard in Notion with the example rows it ships with. Your industry databases appear in their own section below it.

The full system plus optional everyday extras (inbox, tasks, journal and more). Nothing else to buy.

Personal Financial Advisors Pack

Accounts per client with value, target equity mix and current mix

Personal Financial Advisors OS: client portfolios and annual reviews, connected to clients, matters & engagements and deadlines & filings - calculations, views and example rows already set up.

Linked databases

Connections

Automatic calculations

Ready-made views

⏱️

Saves time

Accounts per client with value, target equity mix and current mix - drift from target flags a rebalance.

🔗

Connected data

Review meetings with goals, risk profile and suitability letter - clients overdue an annual review are listed.

📊

Calculated for you

Statutory and client deadlines count down with overdue flags

✅

Nothing missed

Documents still missing from each client are listed per matter

🔍

🔎

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