Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 9, 2026
Felix Sterling · HNW · 70+ · Tampa, FL · Advisor Elena Brandt
Why it fired
Rule: A single movement of $100K or more, or three times the client's 12-month average.
Wells Fargo savings account balance
Evidence (2)
Transfer to Wells Fargo checking ••2685
Nov 9, 2026 · Wells Fargo savings account
Transfer from Wells Fargo savings ••2429
Nov 9, 2026 · Wells Fargo checking account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Felix, I noticed a $332,000 move on Nov 9. 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