Drop custodian statement
Advisor upload or secure client link
schwab-statement-Q2.pdf
01
Statement capture
Advisor upload or secure client link. Extraction builds a holdings table you confirm before any analysis runs.
Product tour
See how AdvisorPilot supports the work behind each review.
A walkthrough of the core workflow — from custodian statement to review-ready client materials. Each stage stays editable and under your control before anything reaches a client.
Walkthrough recording
A narrated tour of one full review
A recorded product tour is coming soon. Until then, the steps below map the same sequence.
Product tour · coming soonVideo walkthrough in production
Inside the workflow
Four stages, one continuous environment
QualifiedRothTaxable
| SPY | Taxable | $142,300 |
| VEA | Taxable | $58,900 |
| Cash | Taxable | $12,100 |
02
Confirm holdings & registration
Qualified, Roth, and taxable context in one place so narrative and reports match how you already talk about buckets.
7.4
Risk score
8.1
Diversified
12%
Concentr.
Stress framing
A -20% equity drawdown moves this household roughly -11.4%, recovered within the stated time horizon.
03
Portfolio review & analysis
Advisor-facing synopsis, scores, stress framing, and talking points you edit before the client sees anything.
Open with goals & risk budget
Walk concentration & rebalance
Confirm follow-up actions
Export PDFDraft email
04
Meeting guide & deliverables
Walk the conversation from your workspace, then export or draft follow-up materials under your disclosures.
Already onboard? Advisor login. Considering access? Pricing & access.