Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 13, 2026
Dominic Jansen · HNW · 50-59 · Chicago, IL · Advisor Dana Whitfield
Why it fired
Rule: A single movement of $100K or more, or three times the client's 12-month average.
Morgan Stanley brokerage account balance
Evidence (2)
Transfer to Your Firm brokerage ••9995
Nov 13, 2026 · Morgan Stanley brokerage account
Transfer from Morgan Stanley brokerage ••3948
Nov 13, 2026 · Your Firm brokerage account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Dominic, I noticed a $1,248,300 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