Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 14, 2026
Henry Eriksen · Mass Affluent · 50-59 · Columbus, OH · Advisor Elena Brandt
Why it fired
Rule: A single movement of $100K or more, or three times the client's 12-month average.
Edward Jones brokerage account balance
Evidence (1)
Business sale escrow
Nov 14, 2026 · Edward Jones brokerage account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Henry, I noticed a $218,200 deposit on Nov 14. Nothing wrong at all, I just like to stay close to big changes. What's the story behind it?”
A prompt for a conversation, not financial advice.
Status: New