Product tour

See how AdvisorPilot supports the work behind each review.

Below is a walkthrough of the core workflow. Drop in product screenshots or a short video when you are ready (for example under public/demo/).

Optional video

Walkthrough recording

Embed a Loom, Vimeo, or YouTube video in this section when you have a narrator-led tour.

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Screenshots

Screenshot: Statement capture

Advisor upload or secure client link. Extraction builds a holdings table you confirm before any analysis runs.

Screenshot: Confirm holdings & registration

Qualified, Roth, and taxable context in one place so narrative and reports match how you already talk about buckets.

Screenshot: Portfolio review & analysis

Advisor-facing synopsis, scores, stress framing, and talking points you edit before the client sees anything.

Screenshot: Meeting guide & deliverables

Walk the conversation from your workspace, then export or draft follow-up materials under your disclosures.

Already onboard? Advisor login. Considering access? Pricing & access.