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HR

Demo workspace

ADVISOR CONSOLE

Portfolio

4 businesses under advice, tracked from Harbour Ridge Advisory.

Businesses under advice

0

in your portfolio

Needs attention

0

in your weekly sweep

On pace or ahead

0

of 4 with a target set

Your alert cadence

Weekly

Monthly visits

Your book

PREFERENCES

Your alerting

This is your own alerting, tied to your visit rhythm, not the business owner's schedule. It sets how often Nuromi sweeps your whole portfolio for something worth a look before you next sit down with a client.

Alert cadence

One sweep a week. The default.

Visit cadence

How often you actually sit down with this book, separate from the alert sweep above.

Nuromi Brain

Ask anything about your business