{"product_id":"financial-advisors-pro","title":"AdvisorDesk Pro — The private practice dashboard for financial advisors","description":"\u003cp\u003eClient 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.\u003c\/p\u003e\n\u003cp\u003e🖱️ \u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0604\/1550\/8613\/t\/1\/assets\/demo-financial-advisors.html\" target=\"_blank\"\u003e\u003cstrong\u003eTry the live demo right now\u003c\/strong\u003e\u003c\/a\u003e —\nopens in a new tab, loaded with sample data. No signup, nothing to install.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAdvisorDesk\u003c\/strong\u003e puts your whole business on one screen — built specifically for financial advisors, wealth managers and planners.\u003c\/p\u003e\n\u003ch3\u003eEverything, finally talking to each other\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eClients hub\u003c\/strong\u003e — every contact with their full story: engagements, invoices, appointments and notes on one page\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEngagements board\u003c\/strong\u003e — drag cards through your real workflow: Discovery → Plan proposed → Onboarding → Active → Complete\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eQuotes that win work\u003c\/strong\u003e — send a professional quote, convert it to an invoice in one click, watch your win rate climb\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eInvoices that run themselves\u003c\/strong\u003e — print or save as PDF, email in one click, recurring billing (weekly\/monthly\/quarterly), paid \u0026amp; overdue tracking\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTime tracking\u003c\/strong\u003e — start a timer on any engagement; tracked hours flow straight into invoices\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReports\u003c\/strong\u003e — revenue by month, quote win rate, top clients, and exactly who owes you what\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExcel, calendar \u0026amp; contacts built in\u003c\/strong\u003e — import\/export .xlsx and phone contacts, calendar files for Google\/Outlook\/Apple, QuickBooks-ready exports\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eYour logo on everything\u003c\/strong\u003e — invoices and quotes that look like a real company sent them\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e100% private\u003c\/strong\u003e — runs on YOUR computer. No subscription. No account. No cloud. Works offline.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eConnects to the tools you already use (Pro)\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eGoogle Sheets, Airtable, Trello\u003c\/strong\u003e — paste a key, import your data\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStripe, Square, PayPal\u003c\/strong\u003e — payments appear as paid invoices, the revenue chart updates itself\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eShopify\u003c\/strong\u003e — orders become invoices, customers become clients\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHubSpot\u003c\/strong\u003e — one-click contact import\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMailchimp\u003c\/strong\u003e — push your clients into your email audience\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCalendly\u003c\/strong\u003e — booked meetings appear on your calendar\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eNotion\u003c\/strong\u003e — import people from any database\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eZapier \/ Make webhooks\u003c\/strong\u003e — connect to 6,000+ other apps\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eEvery connection has a \u003cstrong\u003eclick-by-click setup guide\u003c\/strong\u003e written for non-technical people.\nTest buttons show a green check when it works. Your keys stay on your computer, and re-syncing never\ncreates duplicates.\u003c\/p\u003e\n\u003ch3\u003eSetup is one double-click\u003c\/h3\u003e\n\u003cp\u003eThe whole app is a \u003cstrong\u003esingle file\u003c\/strong\u003e. Download, double-click, it opens in your browser — Windows \u0026amp; Mac,\nnothing to install. A 10-second welcome and a 5-step tour get you started, with realistic sample data to explore.\u003c\/p\u003e\n\u003ch3\u003eCommon questions\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eIs this a subscription?\u003c\/strong\u003e No — pay once, it's yours.\u003cbr\u003e\n\u003cstrong\u003eDoes it work on Mac?\u003c\/strong\u003e Yes — any modern browser on Windows or Mac.\u003cbr\u003e\n\u003cstrong\u003eIs my data private?\u003c\/strong\u003e Completely. It never leaves your computer.\u003cbr\u003e\n\u003cstrong\u003eCan I move computers?\u003c\/strong\u003e Yes — one-click backup and restore is built in.\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003eA DashWorks product · v1.1 · Free updates to v1.x · 30-day refund guarantee\u003c\/em\u003e\u003c\/p\u003e","brand":"DashWorks","offers":[{"title":"Default Title","offer_id":41742092796037,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0604\/1550\/8613\/files\/7ae69c6aa71ae3c78bd21e02ac8f4fd2_1c701716-fe28-47d3-817f-860f454c96b7.png?v=1782957167","url":"https:\/\/thedashworks.com\/products\/financial-advisors-pro","provider":"DashWorks","version":"1.0","type":"link"}