Advisor dashboard

Bruntsfield Advisor Studio

You measure what a brokerage’s platform is actually worth, and sell the work that closes the gap. Every number here traces to a scored assessment you can show a client.

Starting fresh? Begin your first assessment. Picking up where you left off? Your portfolio and pipeline are a click away.

Read this before your first assessmentWhat the four indices mean, how a maturity level is decided, and why a benefit without a barrier is not a Power. Ten minutes, and the wizard stops being guesswork.

Your client work

Prospect, assess, deliver — the flow from a lead to a finished Platform Power Report.

Prospects & workshops
Pipeline
Prospects, workshops, and kanban stages with time-in-stage flags and a weighted forecast.
Portfolio · assessments and the scoring wizard
Your Portfolio
Your portfolio of assessments — segment, last score and status at a glance — and the wizard: business metrics, the 7 Powers, and the infrastructure deep dive, scored live with uncertainty bands.
Per engagement
Deliverables
Diagnostic packs, heatmaps, and the modernisation roadmap — generated from a finalised assessment.

Grow & get paid

Certification & practice
Workbench
Certification ladder, practice arena, power drills, and the bench queue.
Commission & fees
My Earnings
Commission breakdown, workshop recovery fees, YTD and projections — with a downloadable statement.