Across the book
Where the money is, and what's moving.
Every number on this page is computed from the synthetic households, accounts and signals behind the feed.
Households
150
synthetic clients
Held away
$585.6M
58% of assets
Held with your firm
$429.4M
42% of assets
Signals
525
in 24 months
Held-away assets by institution
- Principal$84.7M
- John Hancock$83.7M
- Charles Schwab$53.5M
- Morgan Stanley$52.5M
- Vanguard$35.2M
- Edward Jones$32.5M
- E*TRADE$30.4M
- Voya$23.9M
- Empower$22M
- Ascensus$21.5M
Held-away assets by account type
- 401(k)$234.5M
- Brokerage$168.9M
- Savings$68M
- Money market$43.6M
- IRA$23.1M
- Crypto$19.2M
- Roth IRA$16M
- Checking$7M
- 529 plan$4.1M
- HSA$1.2M
Signals by month
- Assets
- Wealth
- Income
- Retirement
- Life
Opportunity by signal type
- Large Inflow / Outflow65$52.3M
- Wallet Share Change39$34.4M
- Employer Change19$30.8M
- 401(k) Rollover18$20.5M
- Convertible Held Away28$18.6M
- Net Worth Drop52$16.3M
- Net Worth Spike79$15.9M
- Cash Stagnation14$7.1M
- Tax Event15$6.7M
- Income Change37$4.5M
- Crypto Activity24$4.5M
- Debt Payoff28$486.1K
- Life Event21$341.9K
- Retirement Gap72$218.3K
- Spending Shift14$215.3K
Signal funnel
How many signals advisors worked, and how many reached the CRM.
- Detected525
- Reviewed35167%
- Sent to CRM11221%