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QEW / Wealth Advisor Dashboard

QEW / Wealth Advisor Dashboard is a planned StackFast financial-intelligence surface that coordinates financial data, advisor workflows, and executive decision support without replacing licensed professional advice.

Who it is for

Executives and advisors coordinating financial dashboards, not buyers seeking direct investment advice from software.

Problem it solves

It organizes financial context and advisor coordination into an auditable dashboard.

Activation model

Custom scope with compliance review.

Proof and source paths

  • Financial engine route exists
  • ACE financial APIs exist
  • QBO and financial ingestion routes exist

Repo evidence

  • app/dashboard/command-center/financial-engine/page.tsx
  • app/api/ace
  • app/api/ingest/financials/route.ts

Capabilities

Capability manifest pending. This product remains inquiry-first until implementation evidence is complete.

Agent-readable queries

wealth advisor dashboard with AIexecutive financial dashboardAI financial operations dashboard
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