Advisor OS is the mobile companion for technology advisors, IT
consultants, and telecom agents. Ma
nage your entire advisory practice
from your phone — clients, pipeline, commissions, projects, and service
accounts.
PIPELINE & DEAL MANAGEMENT
Track every opportunity through your sales pipeline from Prospect to
Close. See deal values, commission estimates, and SPF calculations at a
glance. Organize deals by stage and monitor your total pipeline value in
real time.
CLIENT & ACCOUNT MANAGEMENT
Keep your client portfolio organized with quick access to contacts,
service inventories, and account details. View vendor services by
organization with monthly cost breakdowns.
COMMISSION TRACKING
See your monthly, quarterly, and year-to-date commission earnings. Track
individual commissions by vendor and client with status indicators for
paid, pending, and processing payments. Visualize trends with built-in
charts.
PROJECT MANAGEMENT
Monitor active projects across your client base. Track status, target
dates, and team assignments. Get alerts when deadlines approach.
SMART ALERTS
Stay on top of expiring contracts, aging deals, and upcoming project
deadlines. Color-coded urgency indicators ensure nothing falls through
the cracks.
PARTNER MANAGEMENT
Manage your partner network — agents, VARs, MSPs, and referral partners.
Track partner deal activity and maintain contact details.
UNIVERSAL SEARCH
Find anything instantly — search across clients, deals, partners,
accounts, commissions, and projects from one place.
CUSTOMIZABLE EXPERIENCE
Personalize your dock with the tabs you use most. Choose between light
and dark themes. Secure your account with Face ID or Touch ID.
Advisor OS connects to your Advisor OS web portal so your data stays in
sync across desktop and mobile. Built for technology advisors who need
their practice management tools wherever they go.
Requires an Advisor OS account. Contact sales@getadvisoros.com to get
started.
