AdvisorEV

AdvisorEV

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Activity

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🏠 Dashboard

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📅 Appointments

🗓️ Calendar

📁 Matters

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Communications

✅ Tasks 0

💬 SMS Messages

📝 Templates

⚡ Automation

📋 Activity Log

Data

📈 Pipeline

📦 Export & Backup

⚙️ Settings

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👥 Users

Shore Legacy Wealth Management

Activity

Dashboard

Upcoming Appointments

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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.

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📦

Export & Backup

Data export tools coming soon.

Name	Email	Role	Practices	Active	Actions

📈

Analytics

Analytics dashboard coming soon.