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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

Desmond Achterberg

HNWAge 60-69Austin, TXConservative riskRetiredAdvisor Dana Whitfield

Net worth

$4M

assets minus liabilities

Assets

$4M

4 accounts

Liabilities

$6,556

2 accounts

Retirement income

$130.6K

last 12 months

Held with your firm 31%Held away 69%

$1,247,379$2,735,805

Balance history

HeldHeld awayNet worth

Linked accounts (4)

$3,983,185

Morgan Stanley Brokerage••4864
Linked Jul 26, 2023
Away$2,340,132
Your Firm Brokerage••4437
Linked Oct 7, 2024
Held$1,247,379
Ally Bank Savings••4550
Linked Dec 12, 2022
Away$379,316
Ally Bank Checking••1110
Linked Sep 23, 2023
Away$16,357

Liabilities (2)

$6,556

Ally Bank Credit card••1675
Linked Mar 21, 2024
$6,556
Wells Fargo Auto loan••3253
Linked Aug 27, 2023
$0

Signal timeline (4)

Net Worth DropNov 14New
Desmond Achterberg's net worth is down 11% in 30 days
Large Inflow / OutflowNov 13New
$439.3K left Desmond Achterberg's Your Firm brokerage account
Spending ShiftMay 5Dismissed
Desmond Achterberg's dining spending is up 132% over the last 3 months
Debt PayoffApr 23, 2025Dismissed
Desmond Achterberg paid off their auto loan