Skip to content

Demo

Portfolio demo. All data is synthetic and for illustration only.

Workspace

Signals feed Opportunity queue Analytics How it works About

Synthetic data

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

Theme

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

Feed
Queue
Analytics
How
About

Client profile · synthetic

Jordan Iwasaki

Mass AffluentAge 40-49Nashville, TNModerate riskWorks at CostcoAdvisor Dana Whitfield

Net worth

$592.2K

assets minus liabilities

Assets

$707.2K

6 accounts

Liabilities

$115K

3 accounts

Take-home pay

$85.5K

last 12 months

Held with your firm 30%Held away 70%

$212,467$494,711

Balance history

HeldHeld awayNet worth

Linked accounts (6)

$707,178

John Hancock 401(k)••7943
Linked Apr 15, 2024
Away$398,435
Your Firm Brokerage••1402
Linked Aug 28, 2022
Held$150,203
Your Firm IRA••4988
Linked Nov 23, 2022
Held$62,264
Wells Fargo Savings••7023
Linked Feb 23, 2024
Away$61,653
John Hancock HSA••3352
Linked Feb 28, 2024
Away$23,154
Ally Bank Checking••3643
Linked Dec 9, 2022
Away$11,468

Liabilities (3)

$115,003

Capital One Mortgage••5972
Linked Jun 24, 2022
$111,340
Ally Bank Credit card••6380
Linked Sep 18, 2024
$3,663
Capital One Auto loan••7887
Linked Aug 9, 2023
$0

Signal timeline (1)

Debt PayoffNov 14New
Jordan Iwasaki paid off their auto loan