AdvisorEV

AdvisorEV

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Shore Legacy Wealth Management

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Appt Date From Appt Date To Type Show past

Name	Phone	Type	Appt Date/Time ↑	Status	Notes	Actions

Calendar

Google Calendar integration — connect in Settings.

Title	Household	Type	Status	Actions

Title	Household	Priority	Due Date	Status	Actions

SMS Messages

Configure SMS provider in Settings to enable messaging.

Activity Log

Activity tracking coming soon.

Export & Backup

Data export tools coming soon.

Name	Email	Role	Practices	Active	Actions

Analytics

Analytics dashboard coming soon.