[Kesef Compass] Organization Advisor Portals and Member Tracking

Allow approved organizations, financial firms, and community programs to use Kesef Compass through dedicated advisor portals.

MVP considerations:

• Organization admins can invite and manage members.

• Advisors can view enrollment, data freshness, progress, and outstanding tasks.

• Members explicitly control what data advisors can access.

• Role-based permissions, tenant isolation, consent records, and audit logs.

• Raw financial-account details remain hidden by default.

• Support organization-level aggregate reporting without exposing individual data.