Wealth Banking
Advisor Dashboard
James Harrington
Senior Wealth Advisor
12 action items today
Total AUM
GBP 892M
+2.1% MTD
Active Clients
147
+3 this month
Pending Actions
12
5 urgent
Pipeline
GBP 24M
6 prospects
Approve GBP 250K transfer. Ashworth Trust
Mrs Ashworth
KYC refresh required. Mr Ashworth
Ashworth Family
Portfolio rebalance recommendation review
Charlotte Williams
Quarterly review preparation
Henderson Family Office
New prospect. initial meeting scheduled
Dr. Sarah Mitchell
ISA allowance reminder. bulk notification
23 clients
Rebalance Alert
7 clients overweight UK equities vs target allocation
Cross-sell Opportunity
4 HNW clients eligible for Lombard lending based on portfolio
New deposit
Alex Morgan. GBP 2,000 to Easy Access Savings
14:32
FX conversion
Charlotte Williams. GBP 10,000 to USD 12,580
13:15
Document signed
Henderson FO. Trust deed amendment
11:42
App login
Mrs Ashworth. First mobile login this month
10:20
Interest credited
Batch. 147 accounts, total GBP 892K
00:01
Rate change alert
23 clients. Easy Access rate increased to 4.75%
Yesterday