Portfolio demo. All data is synthetic and for illustration only.
Detected · Feb 14, 2026
Lena Zielinski · Mass Affluent · 50-59 · Phoenix, AZ · Advisor Elena Brandt
Why it fired
Rule: A recurring paycheck stops and a new one starts from a different employer.
Paychecks by employer
Evidence (5)
Salesforce Payroll
Dec 27, 2025 · Wells Fargo checking account
Salesforce Payroll
Jan 10, 2026 · Wells Fargo checking account
Microsoft Payroll
Jan 31, 2026 · Wells Fargo checking account
Reported balance
Feb 10, 2026 · Voya 401(k)
Microsoft Payroll
Feb 14, 2026 · Wells Fargo checking account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Lena, congratulations on the move to Microsoft! Two things worth a quick call: choosing your new benefits, and what to do with your Salesforce 401(k).”
A prompt for a conversation, not financial advice.
Status: Reviewed