Saturday, November 14
What changed for your clients, and what to say.
Signals from held-away accounts, detected from transactions and balances and ranked by opportunity. Each one is a prompt for a conversation, with the evidence behind it.
Last 24 hours
27
new signals
This week
54
signals detected
Opportunity
$40M
flagged this week
Held away
$585.6M
across 150 households
Last 30 days
Live6 incoming- Large Inflow / OutflowHenry Eriksen · Mass AffluentHenry Eriksen received $218.2K into their Edward Jones brokerage accountNew$218.2K$218.2K
- Wallet Share ChangeDominic Jansen · HNWDominic Jansen's share of assets with your firm went from 29% to 40%New$879.1K$879.1K
- Large Inflow / OutflowKenji Quintero · Mass AffluentKenji Quintero received $119.8K into their Vanguard brokerage accountNew$119.8K$119.8K
- Convertible Held AwayAria Vance · HNWAria Vance linked a new Charles Schwab brokerage account with $549.6KNew$549.6K$549.6K
- Wallet Share ChangeOwen Kowalski · HNWOwen Kowalski's share of assets with your firm went from 39% to 29%New$418.9K$418.9K
- $5,077
- Convertible Held AwayBennett Lockhart · HNWBennett Lockhart linked a new E*TRADE brokerage account with $456.7KNew$456.7K$456.7K
- $14.3K
- Net Worth DropDesmond Achterberg · HNWDesmond Achterberg's net worth is down 11% in 30 daysNew$477.2K$477.2K
- Net Worth SpikeHenry Eriksen · Mass AffluentHenry Eriksen's net worth is up 50% in 30 daysNew$217.3K$217.3K
- Net Worth SpikeKenji Quintero · Mass AffluentKenji Quintero's net worth is up 26% in 30 daysNew$117.3K$117.3K
- Convertible Held AwayLucia Vasquez · Mass AffluentLucia Vasquez linked a new Vanguard brokerage account with $118.7KNew$118.7K$118.7K
- Income ChangeAvery Pemberton · Mass AffluentAvery Pemberton's Johnson & Johnson pay is up 22%New$15.6K$15.6K
- $4,700
- Employer ChangeMateo Osei · Mass AffluentMateo Osei moved from Salesforce to Delta Air Lines, pay up 13%New$244.2K$244.2K
- $17.5K
- Employer ChangeMateo Quintero · Mass AffluentMateo Quintero moved from Pfizer to Salesforce, pay up 24%New$186.6K$186.6K
- Wallet Share ChangeRafael Wakefield · HNWRafael Wakefield's share of assets with your firm went from 69% to 39%New$1.4M$1.4M
- Income ChangeArjun Pemberton · Mass AffluentArjun Pemberton has a new recurring deposit of $5,300 from Royalty paymentsNew$63.6K$63.6K
- $4,925
- Employer ChangeCeleste Zielinski · HNWCeleste Zielinski moved from Nvidia to Amazon, pay up 4%New$1.1M$1.1M
- Large Inflow / OutflowDominic Jansen · HNWDominic Jansen moved $1.2M from Morgan Stanley brokerage account to Your Firm brokerage accountNew$1.2M$1.2M
- Convertible Held AwayEzra Halvorsen · Mass AffluentEzra Halvorsen linked a new Vanguard IRA account with $387.5KNew$387.5K$387.5K
- Tax EventVictor Pemberton · Mass AffluentVictor Pemberton sold $180.5K of securities, about $92K in gainsNew$92K$92K
- Large Inflow / OutflowRafael Wakefield · HNW$837.7K left Rafael Wakefield's Your Firm brokerage accountNew$837.7K$837.7K
- Income ChangeAnika Eriksen · Mass AffluentAnika Eriksen has a new recurring deposit of $3,750 from Royalty paymentsNew$45K$45K
- $15.3K
- $69.2K
- 401(k) RolloverTessa Prescott · Mass AffluentTessa Prescott's Salesforce 401(k) has had no contributions for 90 daysNew$140.5K$140.5K
- Income ChangeTessa Prescott · Mass AffluentTessa Prescott has a new recurring deposit of $6,400 from Rental income: Oak St propertyNew$76.8K$76.8K