Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 14, 2026
Caleb Marchetti · UHNW · 40-49 · Phoenix, AZ · Advisor Dana Whitfield
Why it fired
Rule: A recurring paycheck stops and a new one starts from a different employer.
Paychecks by employer
Evidence (5)
Adobe Payroll
Sep 12, 2026 · Capital One checking account
Adobe Payroll
Sep 26, 2026 · Capital One checking account
Nike Payroll
Oct 31, 2026 · Capital One checking account
Nike Payroll
Nov 14, 2026 · Capital One checking account
Reported balance
Nov 14, 2026 · Empower 401(k)
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Caleb, congratulations on the move to Nike! Two things worth a quick call: choosing your new benefits, and what to do with your Adobe 401(k).”
A prompt for a conversation, not financial advice.
Status: New