Inbox3
All alerts and notifications across your clients.
US Equity overweight by 12%
warning30m ago
Patel Trust
Patel Trust Growth portfolio has drifted 12% above its 60% US equity target. Consider rebalancing before year-end.
Q4 RMD deadline approaching
critical2h ago
Reyes IRA
Maria Reyes must take her annual Required Minimum Distribution by December 31. Estimated amount: $34,200.
Annual plan review overdue
info1d ago
Harrison Family
Harrison Family's investment policy statement review is 14 days overdue. Schedule the annual check-in to update goals and risk tolerance.
Fed meeting outcome: rates held
warning3d ago
The Federal Reserve held rates steady at 4.25%–4.50%. Review your rate-sensitive positions — particularly Patel Trust's fixed income ladder.
Stress test complete: 2008 GFC scenario
info5d ago
Chen Portfolio
Chen Portfolio scored 5.2/10 under 2008 GFC conditions. Maximum drawdown: -38.4%. Review the AI memo for recommended actions.