Portfolio demo. All data is synthetic and for illustration only.
Detected · Aug 17, 2026
Avery Pemberton · Mass Affluent · 50-59 · Nashville, TN · Advisor Dana Whitfield
Why it fired
Rule: Net worth up 10% over 30 days or 18% over 90 days, on accounts linked for the whole window.
Net worth
Evidence (7)
Reported balance
Jul 13, 2026 · Citibank checking account
Reported balance
Jul 13, 2026 · Your Firm brokerage account
Reported balance
Jul 13, 2026 · John Hancock 401(k)
Estate distribution
Aug 14, 2026 · Citibank checking account
Reported balance
Aug 17, 2026 · Citibank checking account
Reported balance
Aug 17, 2026 · Your Firm brokerage account
Reported balance
Aug 17, 2026 · John Hancock 401(k)
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Avery, good news: your net worth has grown nicely lately. It's a smart moment to rebalance and make sure no single position has grown too large.”
A prompt for a conversation, not financial advice.
Status: Sent to CRM · Payload delivered to the demo CRM preview.