Practice Command Center
RiaFin Dashboard for Pros
Manage your RiaFin practice workflows from one private workspace: prospects, CRM notes, meeting-booked opportunities, presentation sandbox sessions, review requests, billing, profile controls, and invoices.
Built for registered financial professionals, firms, and organizations on RiaFin Pro.
Prospects
Review platform and system-matched opportunities.
CRM
Track status, notes, and follow-up context.
Sandbox
Model client scenarios during presentation conversations.
Reviews
Request, monitor, and manage client feedback.
Billing
View plans, orders, invoices, and payment activity.
Why It Exists
Pros Need More Than a Listing
The user and business dashboards help households and teams organize their financial lives. The Pro dashboard gives financial professionals the operating layer needed to receive, qualify, follow up, and administer those relationships responsibly.
Convert Interest Into Workflow
Keep inbound, system-matched, and meeting-booked prospects organized so opportunities do not disappear into inboxes or spreadsheets.
Maintain Professional Context
Use CRM status, notes, and sandbox presentations to retain follow-up context, model client scenarios, and keep conversations moving with less administrative drag.
Operate With Visibility
Manage billing, orders, invoices, profile details, licenses, locations, and review requests in the same environment as your RiaFin growth workflows.
Dashboard Modules
Built Around the Pro Lifecycle
Prospect Pipeline
Review RiaFin prospects, purchased opportunities, and relationship status from a structured workspace.
System-Matched Prospects
Evaluate platform-matched opportunities based on user fit, availability, and service context.
Meeting-Booked Prospects
Track prospects who have moved into a meeting workflow and need timely professional follow-up.
CRM Notes & Status
Capture private notes, update lead status, and retain the context needed for disciplined follow-up.
Presentation Sandbox
Launch scenario-planning views from eligible CRM leads to model net worth, allocations, projections, and assumptions during client conversations.
Review Requests
Invite feedback, monitor review activity, and strengthen trust signals for future prospects.
Billing, Orders & Invoices
Manage plan details, order history, invoices, and payment activity tied to RiaFin Pro access.
Profile Control
Keep Your RiaFin Pro Information Current
Your dashboard is also the control point for the professional information that supports account review, matching quality, and matched-prospect context: profile details, licenses, service locations, subscription state, and review activity.
Ready to use the Pro Dashboard?
Register to begin the RiaFin Pro onboarding flow, or sign in if your professional account is already active.
Practical Details
Frequently Asked Questions
Who can access the RiaFin Dashboard for Pros?
Registered RiaFin Pro accounts can access the dashboard. Public visitors can review this page, register as a Pro, or sign in if they already have an account.
What can Pros manage from the dashboard?
Pros can manage prospect pipelines, system-matched opportunities, meeting-booked prospects, CRM notes, sandbox presentations, review requests, profile information, billing, orders, and invoices.
Does the dashboard include a presentation sandbox?
Yes. Eligible CRM leads include a Live Client Presentation Sandbox for modeling client financial scenarios during advisory conversations.
Does the dashboard replace a full enterprise CRM?
The dashboard focuses on RiaFin platform workflows. Larger firms can continue using their own CRM while using RiaFin for marketplace, CRM, sandbox presentation, review, billing, and prospect workflows.
Can Pros request and manage reviews?
Yes. The dashboard supports review request and review management workflows so Pros can collect and monitor feedback within the RiaFin ecosystem.
Can Pros update their RiaFin Pro profile details?
Yes. Pros can manage RiaFin Pro profile, license, and location details used for account review, matching quality, and matched-prospect context.