Settings

Advisor profile

Your name, contact information, and email signature.

Active session

Will GerlachFirm admin

william.gerlach@fiwealth.com

Seeing firm-admin features on a test account? Role comes from Clerk's public_metadata.role. Use Reset session after changing it in the Clerk dashboard, or change the role there to advisor.

Identity

Full name

Preferred name

First name or nickname shown in greetings and the lock screen (e.g. Will). Takes priority over full name.

Phone

Direct / cell

Used for outbound calls and client contact records

Twilio number

The E.164 number provisioned for the CRM dialer. Set TWILIO_FROM_NUMBER in backend .env to match.

Email signature

Appended to AI-drafted emails. Plain text only.