Advisor OS

Stay on top of every deal, client, and commission without the chaos. Advisor OS keeps your business organized on the go.

Advisor OS is the mobile companion for technology advisors, IT consultants, and telecom agents. Manage your entire advisory practice
from your phone — clients, pipeline, commissions, projects, and service accounts.

PIPELINE & DEAL MANAGEMENT Track every opportunity through your sales pipeline from Prospect to Close. See deal values, commission estimates, and SPF calculations at a glance. Organize deals by stage and monitor your total pipeline value in real time.

CLIENT & ACCOUNT MANAGEMENT Keep your client portfolio organized with quick access to contacts, service inventories, and account details. View vendor services by
organization with monthly cost breakdowns.

COMMISSION TRACKING
See your monthly, quarterly, and year-to-date commission earnings. Track individual commissions by vendor and client with status indicators for paid, pending, and processing payments. Visualize trends with built-in charts.

PROJECT MANAGEMENT Monitor active projects across your client base. Track status, target dates, and team assignments. Get alerts when deadlines approach.

SMART ALERTS
Stay on top of expiring contracts, aging deals, and upcoming project deadlines. Color-coded urgency indicators ensure nothing falls through
the cracks.

PARTNER MANAGEMENT
Manage your partner network — agents, VARs, MSPs, and referral partners. Track partner deal activity and maintain contact details.

UNIVERSAL SEARCH
Find anything instantly — search across clients, deals, partners, accounts, commissions, and projects from one place.

CUSTOMIZABLE EXPERIENCE
Personalize your dock with the tabs you use most. Choose between light and dark themes. Secure your account with Face ID or Touch ID.

Advisor OS connects to your Advisor OS web portal so your data stays in sync across desktop and mobile. Built for technology advisors who need their practice management tools wherever they go.

Requires an Advisor OS account. Contact sales@getadvisoros.com to get
started.