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Signals feed Opportunity queue Analytics How it works About

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Every person and account is made up, for illustration only.

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Feed Queue Analytics How it works About

All data is synthetic. Every person, account and transaction here is made up and used only for illustration. Signals are prompts for a conversation, not financial advice.

Built by Gerard KaszaHow it works About

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Queue
Analytics
How
About

Wallet Share Change

Detected Nov 2 · Nov 2, 2026

Lucia Vasquez's share of assets with your firm went from 25% to 49%

Lucia Vasquez · Mass Affluent · 60-69 · Tampa, FL · Advisor Sam Kowalczyk

Opportunity

$209K

Confidence

75%

Score

Why it fired

Up 24 points in 90 days. Total assets: $879,365.

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 (5)

Reported balance
Aug 3, 2026 · Your Firm brokerage account
$114,238
Reported balance
Aug 3, 2026 · Your Firm IRA account
$32,078
Estate distribution
Nov 2, 2026 · Your Firm brokerage account
+$282,150
Reported balance
Nov 2, 2026 · Your Firm brokerage account
$397,631
Reported balance
Nov 2, 2026 · Your Firm IRA account
$33,171

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

If down, find out why. If up, reinforce the relationship

“Lucia, thank you for trusting us with more of your assets. I'd like to make sure everything is set up the way you want it.”

A prompt for a conversation, not financial advice.

Status: New

More for Lucia Vasquez

Convertible Held Away
Lucia Vasquez linked a new Vanguard brokerage account with $118.7K
10h agoNew$118.7K
$118.7K
Net Worth Spike
Lucia Vasquez's net worth is up 49% in 30 days
Nov 2New$290.2K
$290.2K
Large Inflow / Outflow
Lucia Vasquez received $282.2K into their Your Firm brokerage account
Nov 2Reviewed$282.2K
$282.2K