Portfolio demo. All data is synthetic and for illustration only.
Detected · Jul 23, 2025
Bennett Lockhart · HNW · 60-69 · Columbus, OH · Advisor Sam Kowalczyk
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 (9)
Reported balance
Apr 23, 2025 · Your Firm brokerage account
Reported balance
Apr 23, 2025 · John Hancock 401(k)
Reported balance
Apr 23, 2025 · Charles Schwab brokerage account
Transfer to Your Firm brokerage ••2118
Jul 12, 2025 · Ally Bank checking account
Transfer from Ally Bank checking ••7205
Jul 12, 2025 · Your Firm brokerage account
Transfer to Ally Bank savings ••6160
Jul 12, 2025 · Ally Bank checking account
Reported balance
Jul 23, 2025 · Your Firm brokerage account
Reported balance
Jul 23, 2025 · John Hancock 401(k)
Reported balance
Jul 23, 2025 · Charles Schwab brokerage account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Bennett, 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.