Key Advisor Tools
From client discovery
to organized follow-through.
First Oregon® develops and supports the technology behind KAT—bringing planning illustrations, proposals, CRM, meeting support, and practice development into connected advisor workflows.
The advisor workstation
Connect planning with the next action.
Bring structure to client discovery, planning illustrations, proposals, and follow-up. KAT combines tools that support client conversations with resources for practice development.
Explore Key Advisor Tools →
Relationships & follow-through
Keep people and responsibilities connected.
The optional KAT CRM supports contacts, households, prospects, tasks, notes, and team workflows. First Oregon® supports the technology behind these connected advisor workflows.
See the CRM overview →
Meeting Intelligence
From conversation to reviewed next steps.
Organize meeting recaps, internal notes, and proposed action items. Advisors review and approve the information they use or save.
Explore Meeting Intelligence →
IDEAS, INFORMATION & FOLLOW-THROUGH
More ways to put your platform to work.
First Oregon® supports the tools behind the workflow—from preparing for a conversation to organizing the next action.
Screenshots show KAT’s public overview pages. Tool access depends on subscription services and permissions.
