Tour of the Tallify console
The Tallify console view by view: Today, Client overview, Intake, Approvals, Office tasks, Changes, the client's tabs, Settings, and a morning routine.
The console is one page. The sidebar groups its views under Work, Book and Practice; some views hold tabs of their own, shown in a row under the top bar. On a phone a tab bar at the bottom holds Today, Intake, Approvals, Client overview and Menu.
Work
| View | What it holds |
|---|---|
| Today | The first screen: assets under management, the counts of everything waiting (each opens its queue), cover in force, premiums a month, tasks by due day and the shape of the book. |
| Client overview | One client at a time, with tabs: Overview, Policies, Holdings, Beneficiaries, Details, Advice, Documents and Communication. "Waiting on this client" sits above the cards. See The Advice tab and Documents. |
| Intake | Fact finds that have come back and anything sent through the assisted channel, with the review form and Commit. Each row lists what is in: the fact find, ID, proof of address and the disclosure letter. |
| Approvals | Three tabs: Advice (Records of Advice and needs analyses to sign and file), Messages (every message drafted for a client) and Review emails (the practice's templated emails). See Approvals queue. |
| Office tasks | What the office has to do: requests from client messages, quotes to get, identities to confirm, items missing from onboarding. Each task says where it came from, with Done, Reassign and Cancel. |
| Changes | Facts a source proposes for a record (a client's email, a newer Astute CCP, a review) waiting for a person to accept or keep the record's value. |
Book
| View | What it holds |
|---|---|
| Clients | Tabs for Clients, Prospects (people sent the onboarding link, with their progress) and Households. One search box finds a client. |
| Funds | Fund prices and distributions, with the import upload and the status of the last load. |
| Records | The advice registers: every version of every Record of Advice and needs analysis, with the signed document upload. |
| Products and rules | The practice's product panel and its recommendation rules by risk profile. |
Practice
| View | What it holds |
|---|---|
| Advisers | Adviser records: name, email and mobile number. |
| Comms log | Every communication: briefings, drafts, approvals, sends, rejections and skips, newest first. |
| Users | Sign-ins, roles, adviser scope, invitations and sessions. |
| Audit | The log of every change and sign-in, for Tallify's support sign-in. See Audit log. |
| Settings | Your setup (book, rules, signature, email), the practice's logo, birthday message and review frequency, and the practice details. See Settings and your setup. |
The morning routine
- Open Today and see what waits.
- Open Approvals, Messages: client replies, birthday and reminder messages and fund notices from the morning runs. Approve, edit or reject each item. Nothing goes out until you do.
- Open Approvals, Advice, for documents ready to sign.
- Open Intake for fact finds that came back overnight.
- Open Office tasks and Changes for what the office and the records need.
On a Monday the cover review briefing is at the top of the Activity card on the client overview.
Updated 2026-10-27. Questions: michael@tallify.co.za.