Solutions · Advisories
Built for the workbetween sessions.
For advisories, consultancies, and fractional leaders: one governed practice workspace — every client file isolated, every engagement supported between sessions, and nothing crossing a wall you didn't open.
The Advisor Portal
Your whole book, one workspace.
Advisor accounts get a dedicated practice workspace — built for running many engagements, with infrastructure preventing cross-contamination of client personalization or sensitive information.
The Client Manager
Every engagement in one view — portal status, upcoming sessions, and what moved since you last looked. Centralized portfolio intelligence, without navigating five tools — integrated with Airis for capturing practice-level insights tailored to your growth.
The Advisor Studio
Think freely in a space of your own — models, notes, half-formed drafts, with isolated AI. Clients see your finished thinking, never the drafts.
Sharing via the Client Portal
One place you both work, managed by you. What you publish is exactly what they see — and both private workspaces stay exactly that.
Client Manager
Advisor Portal12
Total Clients
9
Connected in PRISM
Meridian Co.
Session Thu · 2:00 PM
Rivera Ventures
3 action items moved
Arlo Labs
Portal prebuilt for arrival
The Advisor Studio — your notes and preparation for every client file, in your own workspace.
Meridian Co. moved 3 action items over the weekend — the pricing decision lands before Thursday's session.
Focus next: the Rivera referral's shared work is ready for review — the groundwork for a structured engagement is already there.
Anticipating needs, surfacing blind spots & tracking follow-through — between sessions.
The Client Portal
One shared surface. Privacy & control protected.
One place you and your client work — managed by you, private everywhere else, and ready whenever they are.
Stand Alone & Invite Later Optionality
Open a file for anyone — on PRISM or not. It works for you from the first conversation; dual permissions take over when they join.
Easy Start & Quick Integration
Prebuild a prospect's workspace if you choose — situation mapped, first deliverables staged — and walk them through it. They say yes to work they can see, not to a pitch.
Scoped, revocable, immediate
Access is explicit, ends the moment either side says so, and never lingers. Boundaries this clean are why clients share the real picture.
Meridian can see and work in everything here. Moving work in or out of the Portal is what shares or unshares it.
Engagement Brief — Q4 pricing
Action items · 4 open
Market research — filed by client
Moved inSession notes · Aug 21
Clients can move their own work in— research, context, questions between sessions — and it's waiting for you, filed in the engagement.
Reciprocal Privacy
Isolation isn't a setting. It's the architecture.
Constructed for reliable, safe, and focused work inside client portals and studios.
Fully Isolated Client Files
Each Portal has exactly two parties. Nothing — work, context, or memory — ever crosses from one client file into another, and no client can see or infer that another exists.
Independent Privacy Controls
You and each client keep your own workspace and your own privacy settings. What’s shared is a per-side choice, made at whatever level each side is comfortable with.
Safeguarded Intelligence
Retrieval and memory follow the same boundaries as people: in any shared surface, Airis draws only on what both sides were already entitled to see.
Integrated Support Between Sessions
Zoom out. Zoom in. Arrive ready.
Maximize what moves asynchronously between sessions — so the time you spend live together holds more value.
Workspace Trends & Instant Prep
What moved, what stalled, what changed shape — across everything they've shared. Prep becomes minutes of reading, not an hour of reconstruction.
Client Progress & Value Openings
Airis keeps their workstreams moving between meetings — and shows you where you're needed from what they're actually doing, not just what they bring to session.
Higher-Value Sessions
Clients don't always say where they're stuck — the work shows it. Time together goes to the calls only you can make.
Custom Notifications
Choose what reaches you — per client, per event. The movement that matters finds you.
Worked pricing scenarios with Airis in the Portal — 2 working sessions
Moved 3 action items · channel-cost estimate still open
Filed competitor research to the Portal Brief
Airis: they've circled channel costs twice without closing it — a strong place to add value Thursday.
See where to add value — from the work your client actually did in the shared scope, not just what makes it into the meeting.
Deliverables clients keep
Progress reports, briefs, and decks generated from the work itself — client updates fall out of the engagement, not out of your evening.
One thread of guidance
Your guidance and Airis’s support run in one record — continuity for them, full visibility of the shared work for you.
Commercial terms that fit a practice
Collaboration is free — no per-seat licenses as the book grows. Custom pricing, credit packages, and billing structures are there when the practice wants them.
Airis carries the work between sessions — built to support your expertise, not replace it.
Practice Intelligence
Your book, understood — not just managed.
The Advisor Portal doubles as a CRM built for advisory work — every relationship on file whether or not they're on PRISM, with insight drawn from exactly what each has chosen to share.
Every client on file — account or not
Files for active clients, prospects, and referrals — on PRISM or not. Yours from the first conversation, not their signup.
Your Book, Your Fields
Track what you actually manage — engagement stage, renewals, referral source, fee structure — as custom fields, defined once and sortable across the roster.
Patterns across the book
Where clients stall, what they reach for next, which engagements are ready to deepen — across everyone who’s chosen to share.
More value per session
Interim work shared ahead keeps single sessions and light cadences productive: you arrive informed, they leave unblocked.
Think Clearer with LENS · Personalized Counter-balancing Architecture
Start with your own LENS
LENS shapes how Airis presents information and reasons with each person — and profiles are easy to share and discuss, in the platform and offline. Your analysis is free, and it's yours to keep.
Ready to extend your practice?
Advisor accounts are approved by PRISM — request advisor access when you sign up, or have a client invite you by email.