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Portfolio demo. All data is synthetic and for illustration only.

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Signals feed Opportunity queue Analytics How it works About

Synthetic data

Every person and account is made up, for illustration only.

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Feed Queue Analytics How it works About

All data is synthetic. Every person, account and transaction here is made up and used only for illustration. Signals are prompts for a conversation, not financial advice.

Built by Gerard KaszaHow it works About

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Queue
Analytics
How
About

Income Change

Detected Aug 5 · Aug 5, 2026

Freya Ingram has a new recurring deposit of $5,650 from Board fees: regional bank

Freya Ingram · Mass Affluent · 40-49 · Nashville, TN · Advisor Sam Kowalczyk

Opportunity

$67.8K

Confidence

75%

Score

Why it fired

3 deposits since Jun 6, about $67.8K a year of new income.

Rule: A new recurring deposit, or a recurring paycheck that changes by 8% or more.

Recurring deposits

Evidence (3)

Board fees: regional bank
Jun 6, 2026 · Ally Bank checking account
+$5,650
Board fees: regional bank
Jul 6, 2026 · Ally Bank checking account
+$5,650
Board fees: regional bank
Aug 5, 2026 · Ally Bank checking account
+$5,650

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

Update the plan and contribution levels

“Freya, I noticed new regular income coming in. Congratulations! Let's make sure the plan and your savings rate keep up with it.”

A prompt for a conversation, not financial advice.

Status: Sent to CRM · Payload delivered to the demo CRM preview.

Done. Nothing left to do here.

More for Freya Ingram

Debt Payoff
Freya Ingram paid off their auto loan
14h agoNew$4,925
$4,925
Retirement Gap
Freya Ingram is on pace to miss about $533 of employer match this year
Nov 7Sent to CRM$533
$533
Net Worth Drop
Freya Ingram's net worth is down 11% in 30 days
Dec 31Sent to CRM$88.9K
$88.9K
Convertible Held Away
Freya Ingram linked a new Merrill IRA account with $270.2K
Sep 15Dismissed$270.2K
$270.2K
Net Worth Spike
Freya Ingram's net worth is up 23% in 90 days
Jul 16Reviewed$100.4K
$100.4K