A new advisor productive the same morning. Send a branded invite, they pick a timezone and a few preferences, and they land in a workspace where every client, trip and proposal is already there.
One-click invitations
A branded email with a magic link valid 24 hours. Pick the role upfront — Owner, Manager, Agent. Re-send or revoke anytime.
Personal preferences
Each member sets their own timezone, avatar and recap settings in a two-step onboarding. One workspace, personal experience.