This is your space to help shape the tools you use every day.
Use this board to report issues, suggest improvements, and stay in the loop on what we’re building next. Your feedback ensures AdvisorDeck continues to deliver real results—fast, compliant, and advisor-ready.
Here’s what you can do:
Report Issues – If something’s not working the way it should, flag it. We prioritize fixes that impact your workflow.
Share Ideas – Have a feature or enhancement that would save time or help you serve clients better? Let us know.
Review the Roadmap – See what’s in development and what’s coming soon. Our product evolves based on what advisors need most.
Follow the Changelog – Track recent updates, enhancements, and compliance improvements as we release them.
AdvisorDeck is built to help financial advisors grow smarter, automate faster, and stay fully compliant—without the complexity. This board makes sure your voice stays at the center of it.
Add a bot that isn't sales oriented. For example, asking it about current tax rates or assistance in time blocking your calendar. This should be business oriented, answering questions like a true business mas (...)
Implement the ability to transition from one specialized chat bot to another without leaving the base chat.
Please provide a tab for general knowledge based AI inquiries. Received the following response when asking... what is the average FYF for companies in the real estate market sector
Consider replacing the Email solutions with Correspondence solutions. Have the Email writer under the dropdown but also include a Professional letter writer added as well. The email prompt will write a profes (...)
Which of the bots would be the most effective for Whitepaper creation or for the creation of educational documents?
FINRA/SEC rules mean every email, hook, or pitch must be review‑ready.
Want to submit something? We're looking forward to your ideas.
Join now
