Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 14, 2026
Owen Kowalski · HNW · 50-59 · Atlanta, GA · Advisor Elena Brandt
Why it fired
Rule: The home firm's share of total assets moves by 10 points or more within 90 days.
Share of assets with your firm
Evidence (3)
Reported balance
Aug 14, 2026 · Your Firm brokerage account
Business sale escrow
Oct 29, 2026 · Edward Jones brokerage account
Reported balance
Nov 14, 2026 · Your Firm brokerage account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Owen, I noticed some of your assets are now held elsewhere. I'd love to hear what prompted that, and whether there's anything we could do better.”
A prompt for a conversation, not financial advice.
Status: New