Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 13, 2026
Rafael Wakefield · HNW · 30-39 · San Diego, CA · Advisor Sam Kowalczyk
Why it fired
Rule: A single movement of $100K or more, or three times the client's 12-month average.
Your Firm brokerage account balance
Evidence (1)
Gift to family trust
Nov 13, 2026 · Your Firm brokerage account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Rafael, I noticed a $837,700 move on Nov 13. 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