As an advisor, you have two distinct views inside Policy Stack: your Advisor view (practice management) and your Consumer view (your personal banking system). The context toggle lets you switch between them instantly.
Where to Find It
The context toggle is located at the bottom of the sidebar. It displays your current context — either Advisor or Personal — with a switch icon.
How It Works
- Click the context toggle in the sidebar
- Select your target view — Advisor or Personal
- The sidebar and content update to reflect the selected context
What Changes
| Element | Advisor View | Consumer (Personal) View | |---------|-------------|------------------------| | Sidebar items | Clients, Pipeline, Analytics, Smart Lists, Scenarios, Profile | Policies, Dashboard, Tools, Goals, Documents | | Dashboard | Book magnitude, Today queue, weekly band, Practice Depth, Client Contact, Pipeline, and Placed this year | Your personal banking system position | | Data shown | Aggregated client data, pipeline deals | Your own policies, snapshots, deployments |
What Does Not Change
- Your account settings and billing are shared across both views
- Notifications appear regardless of which view you are in
- Your login session persists — no need to sign in again when switching
Your personal banking data and your clients' data are completely separate. Switching views does not mix or expose data between contexts.