Advisor Dashboard
Manage your 401(k) participants, review questionnaire submissions, and generate personalized portfolio recommendations.
Total Participants
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Total Assets
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Pending Review
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Needs Attention
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Participant Admin
View all participants, manage profiles, enter holdings, and track review schedules.
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Questionnaire Inbox
No pending questionnaires. Participants submit their risk assessment through the portal.
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Add Participant
Manually add a new participant with their profile, age, balance, and risk information.
Advisory Workflow
1
Participant enrolls
Signs forms in their portal
2
Risk questionnaire
Submitted via participant portal
3
You review & allocate
Apply themes, set allocation
4
Send recommendation
Participant approves in portal
Investment advisory services provided by Ideology Multi-Family Office, LLC, a Registered Investment Advisor. Portfolio allocations are generated under ERISA 404(c) guidelines. PlanForge Consulting serves as 3(38) investment manager for plan design and fund selection.