Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 10, 2026
Esme Fontaine · Mass Affluent · 50-59 · Seattle, WA · Advisor Dana Whitfield
Why it fired
Rule: A crypto buy or sell of $25K or more.
U.S. Bank checking account balance
Evidence (2)
Transfer to Coinbase crypto ••7655
Nov 10, 2026 · U.S. Bank checking account
Transfer from U.S. Bank checking ••4470
Nov 10, 2026 · Coinbase crypto account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Esme, I saw you bought some Ethereum. No judgment here. I'd just like to make sure the size fits your risk comfort, and that we plan for the tax side.”
A prompt for a conversation, not financial advice.
Status: Sent to CRM · Payload delivered to the demo CRM preview.