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Signals feed Opportunity queue Analytics How it works About

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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

Arjun Pemberton

Mass AffluentAge 70+Phoenix, AZModerate riskRetiredAdvisor Sam Kowalczyk

Net worth

$1.1M

assets minus liabilities

Assets

$1.1M

5 accounts

Liabilities

$1,838

1 accounts

Retirement income

$52.7K

last 12 months

Held with your firm 45%Held away 55%

$480,706$585,216

Balance history

HeldHeld awayNet worth

Linked accounts (5)

$1,065,921

Morgan Stanley Brokerage••7648
Linked Aug 2, 2024
Away$518,849
Your Firm Brokerage••7421
Linked Feb 17, 2023
Held$380,584
Your Firm IRA••7362
Linked Aug 16, 2024
Held$100,122
JPMorgan Chase Savings••6218
Linked Nov 13, 2022
Away$53,101
JPMorgan Chase Checking••9665
Linked Sep 24, 2024
Away$13,265

Liabilities (1)

$1,838

JPMorgan Chase Credit card••1044
Linked May 12, 2023
$1,838

Signal timeline (1)

Income ChangeNov 14New
Arjun Pemberton has a new recurring deposit of $5,300 from Royalty payments