Portfolio demo. All data is synthetic and for illustration only.
Detected · Oct 24, 2026
Esme Fontaine · Mass Affluent · 50-59 · Seattle, WA · 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)
Target Payroll
Aug 22, 2026 · U.S. Bank checking account
Target Payroll
Sep 5, 2026 · U.S. Bank checking account
Delta Air Lines Payroll
Oct 10, 2026 · U.S. Bank checking account
Reported balance
Oct 18, 2026 · John Hancock 401(k)
Delta Air Lines Payroll
Oct 24, 2026 · U.S. Bank checking account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Esme, congratulations on the move to Delta Air Lines! Two things worth a quick call: choosing your new benefits, and what to do with your Target 401(k).”
A prompt for a conversation, not financial advice.
Status: Reviewed