ElaVar Advisory Group
Advisor Portal — Secure Access
← elavaradvisory.com
Advisor AI
TM
Travis Mamon
Command
Clients
Credit
Finance
Intelligence
Operations
Good morning, Travis
Your advisory command center
Platform Active · travis@elavaradvisory.com
— Clients
MRR
Monthly Revenue
Clients
Active
ARR
Annual Revenue
Advisor Intelligence
Action Items
Revenue
AUM Growth
Client Growth
Recent Clients
Active Dispute Cases
ElaVar Advisory Group
Firm Analytics
Month to Date
Period
Revenue
Clients & Assets
Conversion & Performance
Monthly Recurring Revenue
Client Growth
Revenue by Service Line
Monthly recurring by category
Pipeline by Stage
Client distribution across stages
Annual Goals Progress
Referral Tracker
No referrals tracked yet
Add your first referral to start tracking conversion
Clients
All Clients
All Clients
Loading…
Priority
Client
Tier
Stage
Credit
Cash
Invest
Score
Revenue
Services
Date
Clients
Sales Pipeline
Lead tracking, consultation stages, and conversion funnel
Client Pipeline
10-stage journey from questionnaire to long-term relationship
Tasks
Your advisory action items
Add Task
Task Title *
Client (optional)
Due Date
Select date
Priority
Category
Notes
Auto Triggers
30-day bureau response
Check bureau response 30 days after letters sent
New intake submission
Schedule consultation when client completes assessment
Credit score milestone
Alert when client qualifies for banking or investment upgrade
Portfolio drift >5%
Rebalancing task when allocation drifts from target
Quarterly review due
Auto-schedule quarterly review every 90 days
Relationship Health
Portfolio Health Distribution
Clients
Growth Opportunities
Client upgrade opportunities and revenue intelligence
Client Opportunities
All Opportunities
No opportunities yet
Add manually or use AI Detect to scan your client base
⬡ Opportunities0
⚠ Warnings & Alerts0
Banking & Cash Flow Intelligence
Credit Score Progress
Credit
CR Cases
All credit repair cases, rounds, and dispute tracking
Dispute Cases
Client
Bureaus
Accounts
Disputes
Round
Status
Next Action
Tracking
Opened
Credit Repair
New Dispute Case
6-step workflow — client info, upload reports, review accounts, cross-bureau analysis, AI strategy, letters
1 · Client
2 · Upload
3 · Accounts
4 · Cross-Bureau
5 · AI Strategy
6 · Letters
Client Information
Select an existing client or enter new details
Quick Fill — Select Existing Client
or enter manually
Client Name *
Email
Phone
Address
Case Opened
Select date
Credit Repair
AI Credit Analysis Engine
Generate a personalized credit analysis — FICO breakdown, factor grades, and action plan — then send directly to the client's portal
Generate Analysis
Select a client to generate their full credit profile analysis using AI
Select Client
Credit Repair
FCRA Audit Engine
FCRA §605 / §611 / §623 + Metro 2® compliance audit — upload any bureau report to identify violations and generate dispute letters
Select Client
Load a client to attach the audit to their case
Upload Credit Report
PDF or TXT — Experian, Equifax, or TransUnion
Drop credit report here or click to browse
PDF or TXT · Experian · Equifax · TransUnion
Credit Repair
Tri-Bureau Comparison Engine
Upload all 3 bureau reports simultaneously — cross-bureau inconsistency detection, Metro 2 violations, combined dispute letters
Credit Repair
Certified Mail Log
USPS certified mail tracking via Lob.com — all dispute letters sent with return receipt
Mailing Log
~$2/letter · USPS tracked · Return receipt
Lob.com connected
Client
Bureau
Round
Sent
Tracking #
Mail Status
Response Due
Result
No mailings yet
Generate dispute letters in the New Case workflow, then click Send via Certified Mail to log them here.
Finance
Investment Risk Profiles
Client risk assessments, portfolio allocation, and advisory alerts
Total Profiles
Portfolio Performance
Sector Exposure
Risk Profiles
Client
Risk Profile
Score
Diversif.
Cash Pos.
Unreal. G/L
Advisory Alert
Submitted
Finance
Schwab Integration
Real-time portfolio data for connected client accounts
S
Schwab Developer API
Real-time portfolio data for connected client accounts
Setup required
What you'll see once connected
What you'll see once connected
Real-time portfolio value & daily P&L
All positions with shares, price, gain/loss
Allocation vs. target
Performance history
Dividend income
Rebalancing recommendations
API Credentials
Connect a Client Account
Finance
Financial Planning
Budget, debt payoff, net worth, retirement projections, and goal planning
Client
01
Budget Analysis
Not started
02
Debt Payoff Plan
03
Net Worth Tracking
$0
Assets
Liabilities
04
Emergency Fund Tracking
Not set
05
Retirement Projections
06
Cash Flow Optimization
Pending
07
Goal Planning
No goals added yet. Add the first financial goal for this client.
⬡ AI Financial Plan
Intelligence
Market Intelligence
Live market data, macro indicators, and AI-powered analysis · Powered by Finnhub + Claude
Major Indices
AI Market Pulse
Click Generate for today's AI market briefing powered by Claude.
📈
Live Markets
Real-time quotes for any ticker — AAPL, SPY, NVDA, ETFs
🏦
Macro Intelligence
Treasury yields, VIX, yield curve, recession signals
🔄
Sector Rotation
All 11 S&P 500 sectors · ETF performance · Rotation signals
⬡ AI Market Pulse
Loading market analysis…
Market Indices
Top Movers
Market News
Intelligence
Live Markets
Real-time quotes, technical analysis, and market data powered by Finnhub
Recent:
No recent searches — try SPY, AAPL, NVDA, QQQ
Generate Institutional Research Report

Enter any stock, ETF, or sector. ElaVar Intelligence generates a professional research report with fundamental analysis, valuation, technical outlook, and risk assessment.

Recent:
Intelligence
Macro Intelligence
10Y yields, VIX, yield curve, and recession indicators
⬡ AI Macro Briefing
Click Generate for today's AI macro briefing.
Economic Indicators
Treasury Yields
Intelligence
Sector Rotation
All 11 S&P 500 sectors · ETF performance · rotation signals
S&P 500 Sector Performance
All 11 sectors · ETFs · Top & worst performers · Live via Finnhub
⬡ AI Sector Analysis
Click Generate for AI-powered sector rotation analysis.
Intelligence
Market Watchlist
Track tickers, set price alerts, and monitor positions
No tickers added yet
Add SPY, QQQ, AAPL or any ticker to track
Client Advisory Prep Tools

Generate professional, client-ready documents powered by AI. Select a client and document type — export-ready in seconds.

Operations
Automation Engine
Workflow triggers, scheduled tasks, and smart automation rules
Automation Engine
Runs daily at 9:00 AM ET · Powered by Claude AI · Messages sent via Resend
🎂
Birthday Messages
Sent on client's birthday
AI generates a personal birthday message from you. Clients feel remembered and valued — builds loyalty.
Not yet sent
💬
Inactive Check-In
Triggered after 30 days inactive
AI detects clients who haven't logged in for 30+ days and sends a personal re-engagement message.
Not yet sent
Dispute Round Updates
Triggered at 30-day bureau window
Automatically notifies credit repair clients when their 30-day response window expires and next steps are ready.
Not yet sent
📈
Credit Score Milestones
580, 620, 660, 700, 740, 800
Celebrates every major credit score milestone with a personalized AI message explaining what new opportunities just unlocked.
Not yet sent
Upgrade Proposals
When client is ready for next service
Detects when a client has completed one service and is ready for the next — automatically sends a personalized upgrade proposal.
Not yet sent
Automation Log
No automation runs yet
Click "Run Now" to trigger the first run, or wait for the daily 9:00 AM schedule.
Operations
Document Vault
Secure file storage, client documents, compliance records, and e-signatures
All Documents
Document Client Category Period Size Uploaded
No documents uploaded yet
Upload client documents to build their secure vault
Messages
?
Select a conversation
ElaVar Client Portal
Operations
Calendar & Scheduling
Client appointments, consultations, and booking management
June 2026
Upcoming Events
Add Event
Title *
Date *
Select date
Time
Duration
Type
Client
Notes
Operations
Invoices & Billing
Client invoices, payment tracking, and Stripe integration
New Invoice
ElaVar Advisory Group
Financial Advisory Services
Jonesboro, GA · elavargroup.com
Invoice
#1001
Services
Description Qty Amount
Subtotal$0.00
Discount
%
Total$0.00
Stripe Payment
Client sees a branded Pay Now button in their portal. They pay without leaving the platform.
Sent Invoices
Advisor Tools
Investment Advisory Engine
Generate institutional-grade portfolio plans from client questionnaire data. You review and approve before any action is taken.
Client Profile
Select a client or enter manually
Client
Age
Account
Risk Tolerance
Time Horizon
Annual Income
Primary Goal
Behavioral Profile
Context
Investment Advisory Engine
Enter client data and generate a full institutional-grade investment plan. Review and approve before any action is taken.
ElaVar Intelligence
AI Trading Desk
Institutional-grade SMC analysis — Analyst, Risk Manager, and Educational Lawyer AI working together
Ticker
Asset Class
Timeframe
Context (optional)
Price Data / Chart Context — paste OHLCV data, key levels, or chart description
Finnhub not connected — add API key or paste price data manually
Enter a ticker and click Run Analysis
Analyst AI, Risk Manager AI, and Educational Lawyer AI run simultaneously using Smart Money Concepts.
Knowledge Base — Recent Analyses
Credit Building
ElaVar Reserve
Credit builder account management, Metro 2 reporting, and data furnisher compliance
Active Accounts
0
Pending Reports
0
Reported This Month
0
Compliance Flags
0
Reserve Accounts
No Reserve accounts yet.
Metro 2 Reporting
Data Furnisher Obligations (FCRA § 623)
Monthly reporting cycle active
Investigate disputes within 30 days
Metro 2 Field 25 DOFD accuracy required
Report to all 3 bureaus monthly
Next Report Due
Submit by 5th of each month
ElaVar Intelligence
Business Analytics
Revenue, client metrics, AUM, and growth toward $1M
MRR
$0
Monthly recurring
Active Clients
0
On subscription
AUM
$0
Assets under mgmt
ARR
$0
Annualized run rate
Revenue by Tier
Foundation ($147)
0
Advisory ($297)
0
Wealth ($497)
0
Retention Metrics
Churn
Avg LTV
New / Month
Avg Sub
Path to $1M Annual Revenue
Year 1 Target
$127K–$150K
—% of target
Year 2 Target
$300K–$420K
100–150 clients
Year 3 Target
$750K–$1.2M
200+ clients + AUM
Growth Intelligence
Marketing Analytics
Site visitors, funnel performance, questionnaire completion, and live platform users
0 clients currently active on the platform
Updates every 30 seconds
Site Visitors
30 days
Quiz Started
—% of visitors
Quiz Completed
—% completion
Signups
—% of completions
Paid Subs
—% conversion
Conversion Funnel
Connect tracking script to marketing site to see funnel data
Add to Marketing Site HEAD Tag
Add this script to track visitors, quiz starts, completions, and signups automatically:
<script>
(function(){
  var SB='https://wgajkzojkuctbabjavxu.supabase.co';
  var KEY='YOUR_ANON_KEY';
  function track(evt,data){
    fetch(SB+'/rest/v1/marketing_events',{method:'POST',
      headers:{'Content-Type':'application/json','apikey':KEY,'Authorization':'Bearer '+KEY},
      body:JSON.stringify({event:evt,data:JSON.stringify(data||{}),url:location.href,ts:new Date().toISOString()})
    });
  }
  window.elaTrack=track;
  track('page_view',{ref:document.referrer});
})();
// Then call: elaTrack('quiz_start'), elaTrack('quiz_complete'), elaTrack('signup')
</script>
Run in Supabase SQL Editor:
CREATE TABLE IF NOT EXISTS marketing_events (
  id uuid DEFAULT gen_random_uuid() PRIMARY KEY,
  event text NOT NULL, data jsonb, url text,
  ts timestamptz DEFAULT now()
);