What's new

Contact List is available in Advisor Terminal for tracking the professional relationships around your practice—COIs, wholesalers, and internal partners—in one place. Use it as a working directory so you can quickly find the right person, keep notes current, and stay consistent across your team.

This module is now available to all users (not limited to a beta group).

Where to find it

1. Open the Sidebar
2. Select Advisor Toolkit
3. Click Contact List