AdvisorWorkspace

Advisor Workspace brings client records, appointments, meeting notes, reviewed recaps and follow-ups into a private professional workspace. Practice brings Relationships, New business, Claim service and Renewal reviews together. Track workflow status and entries, choose optional local reminders, and preview supported legacy exports before importing. Original imported files remain exportable and repeat imports preserve local edits. Organize households and contacts, prepare meetings, review selected product documents, draft recaps and track the next action. Calendar exports, conferencing links and user-approved communication composers keep you in control of external actions. Supported on-device speech and Apple Intelligence features depend on compatible hardware, language and system availability. Generated drafts require human review. Records stay locally on your device. No remote…