Guided setup
Create your account
A short setup walkthrough helps build your dashboard correctly.
Step 1 of 5
Platform owner
Platform console
Track platform-wide health, billing mix, add-ons, and inbound submissions.
Platform owner
Firms
Search firms, invite new firm owners, and open firm-level controls.
Platform owner
Customization
Turn firm-level planning add-ons on or off before they appear inside advisor tools.
Platform owner
Client recovery
Find unattached client accounts, move households between firms, and repair rare invite or assignment issues.
Platform owner
Record health
Scan production records for duplicate firms, broken household links, and assignment issues.
Miller
Conversations
Firm billing
Billing
Manage paid access, invoices, and subscription changes for this firm.
Assets and liabilities
Secure Vault
Upload, organize, and retrieve this household's documents.
Protected
Document intake
Documents awaiting review
0Review documents sooner, or they are added automatically on the date shown. Hold pauses automatic addition. Sender email is reported by the uploader and is not verified.
One-time Secure Vault setup
How should this household connect to Box?
Choose before IgniteHQ creates or claims a Box folder. This choice disappears after the household vault is connected.
Folders
Document library
Selected folder
Main files
Optional setup · Firm administrators only
Connect an existing Box folder
Advanced
Optional setup · Firm administrators only
Connect an existing Box folder
Connections use the exact numeric Box folder ID, never a folder-name match.
IgniteHQ verifies the firm's inherited Box access policy and inventories every existing item before connecting the folder. Existing document contents are not opened or processed, and new uploads remain disabled.
Goal planning
Household goals
Planning dashboard
Active financial goals
Track every goal, funding assignment, and open planning scenario in one place.
Know your numbers
Budgeting
Annual household flow
$0 netWaterfall
Where the money goes
Household profile
Profile
Confirming the latest saved Profile. Editing will unlock automatically.
Loading this household
Profile details will appear after IgniteHQ verifies the selected household.
Business planning
Business
Entity
Business profile
Cash flow
Business hub
Bookkeeping, estimated income, expenses, and planning notes for each business listed in Net Worth.
Quarterly payments
Estimated Taxes
Quarterly estimates
This tab is helpful for tracking quarterly estimated payments.
Equity compensation
Equity Compensation
Equity profile
Company and award type
A simple place to track public or private company equity, award type, and grant details.
Grant tracker
Equity grants
Track grant date, vesting, strike price, share count, expiration, and notes.
Planning watchlist
Equity planning items
Tax timing
Concentration risk
Expiration dates
Vesting schedule
AMT exposure
Liquidity event planning
Advisor controls
Customize client hub
Advisor assignment
Responsible advisor
Choose who owns this household relationship inside this firm.
Client overview
Your advisor card
Choose which advisor details show on the client-facing Overview page.
Financial planning tools
Tool editing access
Choose whether this client's Financial Goals tools follow the firm default or use a client-specific setting.
Secure Vault
Inactive household vault
Secure Vault files stay retained and locked until the household is active.
Household tabs
Add extra tabs
Client overview
How your advisor is helping you
Choose which value items show on this household's client-facing Overview card.
Equity compensation
Equity profile
Choose what equity compensation details appear on this household's client-facing Equity Compensation page.
Scheduling
Meetings
Prev
May 2026
Next
Available times
Thursday, May 14
9:00 AM
10:30 AM
1:00 PM
3:30 PM
Advisor CRM
Notes, updates, and follow-ups
New record
Add a note or client update
Activity