My Book, live.
Advisor Intelligence shows your AUM, net new assets, growth, and client mix - ranked against the firm - and flags the clients quietly consolidating away before they leave. Real names, not rep codes.
For Advisors
Your whole book, finally in one place.
Hanna isn't just the firm's dashboard. It's your daily workspace - your clients, your plans, your documents, your inbox, and a live picture of your own book - without a single export.
A day that used to take six tabs
Before Hanna, your book lived in the back-office system, your relationships in a spreadsheet, your plans in a PDF, your agreements in your email, and your KYC in your head. Hanna connects them so the next action is always in front of you.
The advisor workspace
Your book, your plans, your relationships, your paperwork
Plans clients can feel.
Build a retirement, education, or wealth plan in a five-step wizard. Change one assumption - "retire two years earlier" - and watch a 30-year projection and the probability of success recalculate live. Hand the client a branded plan, not a spreadsheet.
Relationships that don't slip.
Every contact, company, deal, and task in one CRM. Drop in a PDF and Hanna pulls out the name, email, and company for you. Ask "who haven't I spoken to in 90 days?" and get the list.
Paperwork, handled.
Generate the agreement from a template, send it for signature, and get a clean audit trail - opened at 10:22, signed at 10:47 - with the signed PDF back in your file. No new login for the client.