SYLORA

SYLORA Master Dashboard

Client portal management

SYLORA SYLORA Master DashboardClient portfolio command center CLIENT PORTALS
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Portfolio overview

Know what needs attention

Live across every SYLORA-managed client portal

Module adoption

Systems clients use

Activated modules by client

โž• Add Client Portal

Activate modules:

Client portals

Open, manage, or activate modules for each business.

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๐Ÿ’ฌ Client messages

๐Ÿ’ฌ Ask across ALL your clients (SYLORA only)

๐Ÿ“Ž Documents waiting for your review

๐Ÿ—‚ Compliance radar โ€” permits expired / expiring โ‰ค30 days (all clients)