Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 11, 2025
Imani Sandoval · Mass Affluent · 30-39 · Tampa, FL · Advisor Marcus Oyelaran
Why it fired
Rule: A burst of spending that points to a move, wedding, renovation, tuition or a new child.
Wedding spending by month
Not enough history to chart yet.
Evidence (1)
Bridal Atelier
Nov 11, 2025 · JPMorgan Chase credit card account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Imani, it looks like there might be something big going on, maybe a wedding? If so, congratulations. Big moments are a good time to revisit the plan together.”
A prompt for a conversation, not financial advice.
Status: Reviewed