Portfolio demo. All data is synthetic and for illustration only.
Detected · Mar 28, 2025
Imani Sandoval · Mass Affluent · 30-39 · Tampa, FL · Advisor Marcus Oyelaran
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
Dec 27, 2024 · Your Firm brokerage account
Reported balance
Mar 28, 2025 · Your Firm brokerage account
Reported balance
Mar 28, 2025 · Edward Jones IRA account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Imani, 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: Reviewed