Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 14, 2026
Mateo Quintero · Mass Affluent · 40-49 · Chicago, IL · Advisor Sam Kowalczyk
Why it fired
Rule: A recurring paycheck stops and a new one starts from a different employer.
Paychecks by employer
Evidence (5)
Pfizer Payroll
Sep 19, 2026 · JPMorgan Chase checking account
Pfizer Payroll
Oct 3, 2026 · JPMorgan Chase checking account
Salesforce Payroll
Oct 31, 2026 · JPMorgan Chase checking account
Salesforce Payroll
Nov 14, 2026 · JPMorgan Chase checking account
Reported balance
Nov 14, 2026 · Voya 401(k)
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Mateo, congratulations on the move to Salesforce! Two things worth a quick call: choosing your new benefits, and what to do with your Pfizer 401(k).”
A prompt for a conversation, not financial advice.
Status: New