AdvisorDesk Basic — The private practice dashboard for financial advisors

Client details in one app, review dates in another, billing in a third — and compliance means you'd rather not put everything in someone else's cloud.

AdvisorDesk puts your whole business on one screen — built specifically for financial advisors, wealth managers and planners.

Everything, finally talking to each other

• Clients hub — every contact with their full story: engagements, invoices, appointments and notes on one page
• Engagements board — drag cards through your real workflow: Discovery → Plan proposed → Onboarding → Active → Complete
• Professional invoices — build one in under a minute, print or save as PDF, track paid / sent / overdue
• Tasks & calendar — deadlines, follow-ups and appointments, linked to the clients they belong to
• Live dashboard — revenue by month, outstanding money, pipeline value, what needs attention today
• CSV import & export — bring your existing list in, get your data out anytime
• 100% private — runs on YOUR computer. No subscription. No account. No cloud. Works offline.

Want automatic imports from Google Sheets, Shopify, Stripe, HubSpot, Airtable and Notion? Check out AdvisorDesk Pro — upgrading later keeps all your data.

How it works

Instant digital download (zip). Unzip, double-click, done — Windows & Mac, nothing to install, no technical skill needed. A friendly "Read Me First" walks you through your first 30 seconds, and you can start with realistic sample data to explore.

Common questions

Is this a subscription? No — pay once, it's yours.
Does it work on Mac? Yes — any modern browser on Windows or Mac.
Is my data private? Completely. It never leaves your computer.
Can I move computers? Yes — one-click backup and restore is built in.

A DashWorks product. Free updates to v1.x.