Who this plan is for
Advisor is designed for professionals who actively manage SME clients rather than only their own company. Typical users include accountants, business consultants, finance advisers and fractional CFOs.
Daily workflow
Start in Today / Advisor Workspace, review priority and opportunity scores, open the highest-priority Client Files, complete next-best actions, manage Client Journeys, request documents and produce Client Packs.
Client delivery
Use Client Portal 2.0, Smart Documents, Data Room, approvals, communications and reporting to make the advisory process visible and repeatable.
Commercial discipline
Separate CRM forecast and opportunity value from actual billing and cash receipts. Use billing actuals, pipeline and renewal risk as different decision signals.
When to upgrade
Move to Advisor Firm when several internal professionals need separate roles, portfolio assignments, workload analytics, firm goals and Executive Workspace.
Use the navigation at right to switch between customer types or return to the main SMECalculator Guides hub.