Practice desk · CRM, tasks, compliance
Running the practice, not just the plans
The advisor-side record every established firm keeps: who is in the pipeline and what they're worth, what is owed to them this week, what was said in the meeting, and which disclosures were made. The team dashboard shows delivery; this shows the book.
Weighted revenue
$0
Annual fees × stage conversion odds
Pipeline
0
$0 of investable assets tracked
Open tasks
0
0 overdue · 0 due today
Compliance trail
0
0 meeting notes logged
Pipeline
Prospects by stage
Lead
0
$0 in fees
Discovery booked
0
$0 in fees
Data gathered
0
$0 in fees
Plan presented
0
$0 in fees
Client
0
$0 in fees
Dormant
0
$0 in fees
Booked sessions
The calendar behind the pipeline
No sessions booked yet — use Book on a pipeline row.
Task queue
What the practice owes clients this week
No tasks on the queue.
Meeting notes
What was said, decided and promised
Anything in follow-up is added to the task queue automatically.
Compliance trail
Disclosures, dated and attributed
Taya Pro Consulting gives educational guidance, not regulated advice — which makes the record of what a client was told, and when, the part that has to be airtight.
Checking the practice sender…