From the Team
Indices
Market thinking, engineering notes, and product deep-dives from the team building Advisor Terminal.
Product
Deep-dives on the modules advisors run their practice on, from the team that builds them.
What is New in Portfolio Shift: Unified Rebalancing for Funds, Stocks, ETFs, Cash and Tax
Portfolio Shift grows from a mutual fund rebalancer into a complete portfolio construction engine handling funds, equities, ETFs, cash constraints, and tax impact in one workflow.
RBAC: Team Access and View Only Mode
Role Based Access Control lets you control what each team member can do and which client entities they can see, enabling cleaner collaboration and tighter privacy.
Comparisons
Head-to-head evaluations of Advisor Terminal against the tools advisors use today, with honest verdicts.
Advisor Terminal vs Jump AI: An Honest Head-to-Head
Jump AI is the largest AI meeting layer in the advisor market, running on top of whatever CRM and planning software a firm already owns. Advisor Terminal is the CRM, planning engine, and rebalancing tool underneath. We compare scope, meeting intelligence, ecosystem, and price.
Advisor Terminal vs Conquest Planning: An Honest Head-to-Head
Conquest Planning is a deterministic planning engine trusted by six of the top ten North American financial institutions, with a compliance and scale story most challengers cannot match. We compare it against Advisor Terminal's full practice platform, row by row, and print every place Conquest genuinely wins.
Advisor Terminal vs Wealthbox: A Full Practice Platform Against the Category's CRM Standard
Wealthbox set the bar for what an advisor CRM should feel like, and it still clears that bar today. Advisor Terminal is not trying to out-CRM it. We compare scope, meeting intelligence, planning, and the parts of the business case where Wealthbox is genuinely ahead.
Industry
Market thinking on the business of advice: technology, regulation, and the economics of independent practices.
No articles in this index yet. New writing lands here as we publish it.
Engineering
How Advisor Terminal is built. Architecture notes, systems thinking, and the trade-offs behind the platform.
No articles in this index yet. New writing lands here as we publish it.