Your advisory commentary is the written analysis your advisor publishes for you each period — an executive summary, a risk assessment, priority recommendations, and notes on each pillar. It's your advisor's narrative read on how your business is doing, grounded in the data you submitted. This guide walks you through what's on the Advisory Commentary page.
💡 Tip — Who can use this Available to clients on tiers that include advisory commentary. Find it under Advisory Commentary in the left-hand menu.
Quick reference
| Step | Action |
|---|---|
| 1 | Read your executive summary and risk assessment |
| 2 | Explore the pillar notes and partner advisory logs |
Step 1 — Read the executive summary and risk assessment
Click Advisory Commentary in the sidebar. At the top is your Executive Summary — your advisor's headline read on the period.
The summary includes:
- A headline and analysis — the overall narrative for the period.
- Your Top Achievement and Top Concern — what went best and what needs the most attention.
- A Risk Assessment — rated Low, Medium, High, or Critical, shown as a bar.
- A Priority Recommendation — the single most important thing your advisor suggests you focus on next.
📝 Note — "Analysis in progress" means it's not ready yet If you see a notice that analysis is in progress, your advisory commentary hasn't been published for this period. On most plans, your partner reviews and publishes the commentary before you can see it — so a short wait is normal right after you submit data.
Step 2 — Explore the pillar notes and partner logs
Scroll down to the Advisory Pillars section. You'll see a card for each pillar with your advisor's specific notes on that area.
Below the pillars, the Partner Advisory Notes section lists each assigned partner's individual log as an expandable entry. Expand one to see:
- The partner's summary, strengths, risks, opportunities, and decisions for the period.
- Their client sentiment rating and the domains they covered.
- Any attachments they've shared, which you can download.
💡 Tip — Commentary is per-period Everything on this page is for the month shown in the header. Switch the period selector to read a different month's advisory. On higher tiers, you'll also see a benchmark comparison showing how you stack up against industry standards.