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Platform / Advisor Intelligence

Get closer to your own book.

A clearer view of your clients, accounts, products and revenue helps you decide where to spend your time.

See Advisor Intelligence in action
  1. 01Your book
  2. 02Useful signals
  3. 03Next conversation
Advisor Intelligence

Keep the useful
context close.

  • Explore your book and client mix
  • Review product and revenue detail
  • Ask questions within the dashboard’s data scope

“What deserves a closer look in my book?”

Use the overview to find the next question, then inspect the records behind it.
Advisor Intelligence · edited marketing illustration; connection state and/or appearance illustrative · demo data

Keep the work connected.

CRMPlansHanna Docs & Files
A MORE CONNECTED DAY

Let’s make room for
the work that matters.

Take a guided look at Hanna, from the first client question to the next step.

See Hanna in action