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Every person and account is made up, for illustration only.

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Feed Queue Analytics How it works About

All data is synthetic. Every person, account and transaction here is made up and used only for illustration. Signals are prompts for a conversation, not financial advice.

Built by Gerard KaszaHow it works About

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Client profile · synthetic

Henry Beaumont

HNWAge 50-59Seattle, WAModerate riskWorks at MicrosoftAdvisor Elena Brandt

Net worth

$5.4M

assets minus liabilities

Assets

$6.1M

6 accounts

Liabilities

$654.8K

3 accounts

Take-home pay

$296.9K

last 12 months

Held with your firm 28%Held away 72%

$1,670,497$4,397,604

Balance history

HeldHeld awayNet worth

Linked accounts (6)

$6,068,101

Ascensus 401(k)••3280
Linked Jul 29, 2024
Away$2,248,519
Vanguard IRA••1018
Linked May 26
Away$1,798,973
Your Firm Brokerage••3316
Linked Oct 11, 2023
Held$1,670,497
JPMorgan Chase Savings••9380
Linked Jun 18, 2022
Away$281,089
Ally Bank Checking••3649
Linked Aug 8, 2023
Away$43,631
Ascensus HSA••9206
Linked Nov 7, 2022
Away$25,393

Liabilities (3)

$654,810

Ally Bank Mortgage••4940
Linked Jan 24, 2024
$643,416
Ally Bank Credit card••7389
Linked Jun 26, 2023
$11,394
U.S. Bank Auto loan••1062
Linked May 21, 2024
$0

Signal timeline (3)

Debt PayoffNov 14New
Henry Beaumont paid off their auto loan
Wallet Share ChangeMay 30New
Henry Beaumont's share of assets with your firm went from 39% to 27%
Convertible Held AwayMay 26Reviewed
Henry Beaumont linked a new Vanguard IRA account with $1.8M