The Opportunities feature is your lightweight revenue pipeline inside iVault. It helps you capture planning needs you discover while working in client vaults, and it keeps your follow-up focused on the highest-value work.
What an “opportunity” is (in plain language)
An opportunity is a revenue-related planning need tied to a specific client, for example:
- Insurance review or policy update
- Estate plan refresh
- Trust funding checklist
- Beneficiary alignment review
- Business succession planning
Why this matters for advisors
- Stops revenue leakage: you won’t forget the obvious next step after reviewing client documents.
- Creates a daily priority list: Hot Leads and In Progress items become your focus.
- Turns vault work into real planning conversations: vault completion generates planning insights.
Where opportunities show up
- On the Opportunities page
- On the Dashboard in the “Hot Revenue Opportunities” table
Recommended screenshots for this article
- Screenshot 1: Opportunities page (metrics + table)
- Screenshot 2: Dashboard “Hot Revenue Opportunities” table
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