Your first week

A suggested order for bringing a practice onto Tallify.

Day one: people and access

The administrator creates users, sets each advisor's scope, and records each advisor's phone number and Telegram identity so intake from their phones is accepted. Advisors sign in and set their passwords.

Day two: the book

Import or capture clients, holdings and policies. Consent to receive communications is off for every client until the practice records it. Check the Fund prices tab shows a price for each fund on the panel.

Day three: the first file

Take one real meeting. Send the notes or a photograph of the form from the Intake tab or from your phone. Work through the review form, commit the client, and start a draft. About six minutes later the Record of Advice and needs analysis arrive by email and in Approvals.

Day four: review and file

Edit the Word documents where needed, sign, and use Approve and file. The registers now hold version 1 for that client.

By the end of the week

The first Monday briefing has run. Read it in Activity, decide what to act on, and turn consent on for clients who have agreed to receive updates. From then on the book is watched every day.