Diversify Altus Conference vs EB Advisor

Join us for the 2026 Diversify Altus Conference, where our advisor community from across the country comes together for three powerful days of connection, insight, and inspiration. This event brings together our entire advisor network along with valued sponsors and home office leadership to celebrate our collective success and map out the future of our firm. Attendees will gain exclusive insights into our strategic priorities and vision from home office leaders, while also engaging in dynamic sessions designed to elevate your practice and strengthen your client impact. Beyond the sessions, the conference is a premier opportunity to build meaningful relationships, collaborate with peers, and foster lasting connections with colleagues, sponsors, and firm leaders. Whether you're a seasoned advisor or new to the network, this event is designed to deepen your sense of community and renew your passion for the work we do. Don't miss this cornerstone event of 2026—where strategy meets connection, and the future takes shape.

EB Advisor App The EB Advisor mobile app is the mobile version of the Eyeballs Financial dashboard that financial advisors access from their web browser. The mobile app makes it easier for financial advisors to assist their clients with their inquiries and appointment scheduling by allowing them to respond to a client's request or rejection of an appointment directly from their phones and without the need for direct communication. The Remote Inquiries feature contains questions from specific clients that allow advisors to know the issues or stocks their clients are most interested in learning about. This enables them to tailor their stock recommendations accordingly. Here's what financial advisors will find in the EB Advisor mobile app: Accessibility The app uses the email address registered in Orion. System sends a One Time password to the email address. Access to the app requires a verification process which includes creating a PIN for access. Account Management Financial Advisors can manage their client's accounts via the app. Account management includes activating inactive clients and deactivating them when necessary. Proactive Alerts and Notifications Financial Advisors will receive email notifications for appointment schedules. Client Support The EB Advisor app allows financial advisors to know what stocks a client might be interested in adding to their portfolio through remote inquiries. Notes: The App is designed for any company. This app will be distributed worldwide. Users are enrolled on our admin dashboard. Then, used that enrolled account in the app.