What is the Rolodex?

The Practice Exchange Rolodex allows you to keep track of your favourite profiles. Your Rolodex can only be seen by you and no other advisor will know who has added them to their Rolodex.

Adding Advisors to Your Rolodex

Advisors can be added to your Rolodex one of two ways. The first way is to click the "Add to Rolodex" button within their profile.

The other way is to leave a note about the advisor using the Notebook tab, seen to the right of their profile card. Any notes you leave about the user are private and can only be seen by you.

Accessing Your Rolodex

You can access your Rolodex from the top menu under "My Profile" or from the left-side panel on your Dashboard/Home page.

Tip: If you are a succession-oriented advisor, advisors you add to your Rolodex will appear in your Meeting Room. So if you want to add a specific user who is not appearing in your Meeting Room matches, you can add them to your Rolodex.