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 account, advertising or tracking service is required. Device authentication protects access. Export a portable backup and delete local data through Data & Sync. The paired Watch provides limited meeting, recap and follow-up quick actions; it does not contain full client records. Pro access is offered through monthly and annual auto-renewing subscriptions. Apple displays the current local price and eligibility before purchase. Manage or cancel in Apple Account settings and restore eligible purchases in the app. Saved records remain readable and exportable after Pro expires. Home connections open separate apps. A reviewed follow-up file requires a separate contact selection, review and save in Home. No automatic CRM synchronization or client outreach occurs. Advisor Workspace organizes professional work and reviewed drafts; it does not replace carrier-approved systems or provide automated insurance, financial, investment, legal, tax or medical advice. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy: https://www.brightpathventuresgroup.com/privacy-policy-financial-clarity-ai