Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 7, 2026
Freya Ingram · Mass Affluent · 40-49 · Nashville, TN · Advisor Sam Kowalczyk
Why it fired
Rule: A paycheck's 401(k) contribution falls under the employer match rate, leaving $1K or more of match unclaimed this year.
401(k) contributions this year, by month
Evidence (4)
Nvidia plan contribution
Oct 10, 2026 · Ascensus 401(k)
Nvidia plan contribution
Oct 24, 2026 · Ascensus 401(k)
Nvidia plan contribution
Nov 7, 2026 · Ascensus 401(k)
Nvidia Payroll
Nov 7, 2026 · Ally Bank checking account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Freya, a small change could be worth real money: raising your 401(k) contribution to 6% would capture your full employer match. Want to walk through it?”
A prompt for a conversation, not financial advice.
Status: Sent to CRM · Payload delivered to the demo CRM preview.