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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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How
About

Wallet Share Change

Detected 3d ago · Nov 11, 2026

Luca Mensah's share of assets with your firm went from 33% to 20%

Luca Mensah · Mass Affluent · 50-59 · Nashville, TN · Advisor Dana Whitfield

Opportunity

$120.3K

Confidence

75%

Score

Why it fired

Down 12 points in 90 days. Total assets: $977,090. 1 account was linked in this period.

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 12, 2026 · Your Firm brokerage account
$135,549
Reported balance
Aug 12, 2026 · Your Firm IRA account
$35,508
Reported balance
Nov 11, 2026 · Your Firm brokerage account
$163,498
Reported balance
Nov 11, 2026 · Your Firm IRA account
$36,739
Reported balance
Nov 11, 2026 · Vanguard IRA account
$401,135

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

“Luca, 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

More for Luca Mensah

Convertible Held Away
Luca Mensah linked a new Vanguard IRA account with $401.1K
Nov 6Reviewed$401.1K
$401.1K
Life Event
Luca Mensah's spending points to a home renovation: $19.6K on home improvement in 60 days
Nov 4Reviewed$19.6K
$19.6K
Retirement Gap
Luca Mensah is on pace to miss about $3,236 of employer match this year
Aug 15New$3,236
$3,236
Income Change
Luca Mensah has a new recurring deposit of $7,850 from Mensah Consulting LLC
Jul 5Reviewed$94.2K
$94.2K
Retirement Gap
Luca Mensah is on pace to miss about $3,236 of employer match this year
Aug 16Sent to CRM$3,236
$3,236