ApexVantage

Advisor Workspace

ApexVantage | Portal
View Public Site

Client Package Orders

Track customer package custom bundle orders, billing status, and updates.

Date Client Contact Details Services Ordered Total Cost Status Action

Publish SEO Articles & Guides

Write articles with featured cover images and embedded videos.

Currently Published Blogs

Add / Update Platform Services

Create new offerings or update pricing parameters for the online custom package calculator.

Active Services Catalog

Add / Update Team Consultants

Manage advisor profile cards shown on the About Us page grid.

Team Roster

Testimonial Moderation Queue

Reviews submitted by buyers that require advisor approval before going live on the site.

Pending Written Reviews

Client Role / Placement Testimonial Text Action

Pending Video Reels

Client Job Title Reel Title Header Transcription Quote Action

Published Live Written Reviews

Client Role / Placement Testimonial Text Action

Published Live Video Reels

Client Job Title Reel Title Header Transcription Quote Action

Platform Configuration Settings

Manage globally-scaled parameters for the frontend app (e.g. toggles, thresholds).

Enable Diagnostic Scanner Limits

Force 1-free scan limit gates on candidate accounts.

Enable Free Consultation Bookings

Toggle direct scheduling assessment overlays on/off globally.

Branding & Identity Customizer

Update the logo, brand name, and SVG icon globally across all pages.

Coupon Codes Manager

Manage active promotional codes applied at checkout.

Active Coupon Codes

Coupon Code Discount Percentage Status Action

User Upgrades Moderation Queue

Approve payment confirmations or manual upgrade requests submitted by candidates to reset scanner limits.

Candidate Name Email Address Current Tier Requested Upgrade? Scans Used Action

Manage Contact Channels

Add, edit, or toggle visibility of customer-facing email addresses and phone lines.

Add New Contact Method

Emails List

Label Value Status Action

Phones List

Label Value Status Action

Add / Update Before & After Profiles

Create interactive profiles or direct image comparisons for the transformations page.

Direct Image Settings

LinkedIn Mockup Settings

Before Optimization (Left Slide)
After Optimization (Right Slide)

Active Comparisons & Slides Catalog

Add New FAQ

Create or edit frequently asked questions.

Existing FAQs

List of all FAQs currently active on the site.

Add New Course / Assignment

Create a new course or assignment resource.

Existing Courses & Assignments