Advisor OS

SHT 02 / 08 · FLOOR 01 — LICENCE HALL

Function: Get licensed

Nine CMFAS and SCI papers, drilled until the real exam hall feels familiar. Timed mock exams behave like the actual sitting, chapter practice targets the sections you keep missing, and quick-guide chapters compress the syllabus into something a commute can hold.

SHT 03 / 08 · FLOOR 02 — BOOKING OFFICE

Function: Fill the calendar

Booking pages backed by real availability. Define session types, let reminders chase the no-shows, run a poll when a group must agree on a slot, and embed the widget on any site you already have. A client books a time; the time is genuinely free.

SHT 04 / 08 · FLOOR 03 — TRADING FLOOR

Function: Do the work

One tap logs a call, an appointment, a close. The funnel assembles itself from the taps; goals, streaks and a leaderboard keep the week honest; and a corgi's mood follows your pipeline more faithfully than any dashboard has a right to.

SHT 05 / 08 · FLOOR 04 — OBSERVATORY

Function: Read the room

One sitting, four readings. A 48-item assessment, finished in eight minutes, read through DISC, Big Five, 16-type and Enneagram at once. The manager playbook says what to do with the result; the team map shows who you have actually hired.