MAX Value Advisors — Admin Portal MAX VALUE Admin Portal Advisor sign-in Manage client onboarding, review submissions, and confirm assessments. Email Password Sign In → MAX Value Advisors — Internal Console MAX VALUE Admin Portal 5 Active Clients · 2 Awaiting Confirmation KM Kyle McCord Advisor · Admin Settings Log Out Onboarding Dashboard Clients Admin · Onboarding Dashboard — Every Client's Onboarding. Track each client through assessment onboarding. Clients who have submitted all eight stages are flagged at the top, ready for your review and confirmation. Active Clients 5 In assessment onboarding Awaiting Confirmation 2 All 8 stages submitted In Progress 2 Still completing stages Awaiting Your Confirmation TM Mercer Financial — Tom Mercer All 8 stages submitted · Ready for your review and confirmation All Stages Submitted Review → SC Ridgeline Technologies — Sarah Chen All 8 stages submitted · Ready for your review and confirmation All Stages Submitted Review → All Clients Client Onboarding Progress (Submitted) Status TM Mercer Financial Tom Mercer · Since May 2024 8/8 Submitted 100% Awaiting You SC Ridgeline Technologies Sarah Chen · Since Mar 2024 8/8 Submitted 100% Awaiting You DK Summit Group David Kim · Since May 2024 3/8 Submitted 38% In Progress MB Barton & Pierce Michael Barton · Since Feb 2024 1/8 Submitted 13% In Progress PH Harlow West Industries Patricia Harlow · Since Nov 2023 8/8 Locked 100% Confirmed Client Management Clients — Onboarding Engagements Click any client to review their submissions, confirm and lock their data, or unlock it for edits. Use Add New Client to generate portal login credentials. Add New Client ← Back to Clients Clients / Client Info Onboarding Submissions Acceleration Roadmap No acceleration program yet Set the company's value target, then build the milestone roadmap the client will follow. Everything you publish appears on the client side instantly. Create Acceleration Program Everything you set here appears on the client side the moment you save. The value bar climbs as you mark milestones complete. Company & Value Target Company Current Valuation (Baseline) Target Type Dollar ($) Multiplier (×) Target Multiplier Resolved target: $4.0M Save & Publish Company — Baseline — Target — Delete & Start Over Value Journey 0% $2.0M Realized value $4.0M Target Baseline $2.0M Target $4.0M Milestones Unallocated: $0 Add Milestone Delete program? × This removes the value target and every milestone, and clears the client's roadmap. Valuations are set once — if something's wrong, delete and start fresh. This can't be undone. Cancel Delete & Start Over Add Milestone × Milestone Name / Focus Description Duration Milestone Value ($) Remaining gap: $0 Sessions + Add Session Date Time What will be discussed Cancel Add Session Deliverables + Add Deliverable Deliverable Name HTML View Paste HTML — becomes a live view for you and the client. Paste HTML File Upload Request a file the client uploads. Requested File Name Cancel Add Deliverable Cancel Save Milestone Add Session × Date Time What will be discussed Cancel Save Session Add Deliverable × Deliverable Name HTML View Paste the HTML you built — it becomes a live view for you and the client. Paste HTML Code File Upload Request a file the client uploads for this deliverable. Requested File Name Cancel Save Deliverable Deliverable Preview × This is exactly what the client sees when they open this deliverable. Company Logo Click to upload the client's logo PNG, JPG or SVG · Reflects in the client's portal Full Name Email Company Client Since Portal Username Copy Portal Password (temp) Copy Save Changes Reset Password Add New Client Enter the client's details to generate their portal login credentials. First Name Last Name Email Address Company Name Portal Login Credentials Generated Email Copy Username Copy Temporary Password Copy Portal URL blueprint.client.youtiva.com Copy Copy All — Ready to Send Send these to the client. They'll be prompted to set a new password on first login. Generate Login Credentials Cancel ✓ Done Settings Update your advisor profile and password. Display Name Current Password New Password Confirm New Password Save Changes Cancel Document Preview Document preview renders here (connected to client file storage in the production build) ↓ Download Close