End-to-end trail of operator runs, alert creation, and human actions.
| Time | Event | Client | Advisor | Alert / Run | Details |
|---|---|---|---|---|---|
| Mar 03, 2026, 05:31 AM | Reallocation Plan Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 60 Status: PLANNED +4 more |
| Mar 03, 2026, 05:31 AM | Rebalance Suggestion Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Alert Id: 31 Portfolio Id: 56 +1 more |
| Mar 03, 2026, 05:01 AM | Reallocation Plan Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 59 Status: PLANNED +4 more |
| Mar 03, 2026, 05:01 AM | Rebalance Suggestion Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Alert Id: 31 Portfolio Id: 56 +1 more |
| Mar 03, 2026, 04:42 AM | Reallocation Plan Created | Anika SharmaID: 66 | Kunal Jha | Alert #39Run #1 | Plan Id: 58 Status: PLANNED +4 more |
| Mar 03, 2026, 04:42 AM | Rebalance Suggestion Created | Anika SharmaID: 66 | Kunal Jha | Alert #39Run #1 | Alert Id: 39 Portfolio Id: 66 +1 more |
| Mar 03, 2026, 04:42 AM | Reallocation Plan Created | Scott PetersonID: 55 | Kunal Jha | Alert #30Run #1 | Plan Id: 57 Status: PLANNED +4 more |
| Mar 03, 2026, 04:42 AM | Rebalance Suggestion Created | Scott PetersonID: 55 | Kunal Jha | Alert #30Run #1 | Alert Id: 30 Portfolio Id: 55 +1 more |
| Mar 03, 2026, 04:42 AM | Reallocation Plan Executed | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 56 Status: EXECUTED +2 more |
| Mar 03, 2026, 04:42 AM | Reallocation Plan Approved | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 56 Status: APPROVED +1 more |
| Mar 03, 2026, 04:42 AM | Reallocation Plan Queued | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 56 Status: QUEUED |
| Mar 03, 2026, 04:42 AM | Reallocation Plan Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 56 Status: PLANNED +4 more |
| Mar 03, 2026, 04:42 AM | Rebalance Suggestion Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Alert Id: 31 Portfolio Id: 56 +1 more |
| Mar 03, 2026, 04:41 AM | Alert Reviewed | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | New Status: REVIEWED |
| Mar 03, 2026, 04:40 AM | Follow Up Draft Created | Rebecca ShawID: 20 | Kunal Jha | Alert #10Run #1 | Draft Id: 9 Status: PENDING_APPROVAL +2 more |
| Mar 03, 2026, 04:38 AM | Reallocation Plan Created | Anika SharmaID: 66 | Kunal Jha | Alert #39Run #1 | Plan Id: 55 Status: PLANNED +4 more |
| Mar 03, 2026, 04:38 AM | Rebalance Suggestion Created | Anika SharmaID: 66 | Kunal Jha | Alert #39Run #1 | Alert Id: 39 Portfolio Id: 66 +1 more |
| Mar 03, 2026, 04:38 AM | Reallocation Plan Created | Scott PetersonID: 55 | Kunal Jha | Alert #30Run #1 | Plan Id: 54 Status: PLANNED +4 more |
| Mar 03, 2026, 04:38 AM | Rebalance Suggestion Created | Scott PetersonID: 55 | Kunal Jha | Alert #30Run #1 | Alert Id: 30 Portfolio Id: 55 +1 more |
| Mar 03, 2026, 04:38 AM | Reallocation Plan Executed | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 53 Status: EXECUTED +2 more |
| Mar 03, 2026, 04:38 AM | Reallocation Plan Approved | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 53 Status: APPROVED +1 more |
| Mar 03, 2026, 04:38 AM | Reallocation Plan Queued | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 53 Status: QUEUED |
| Mar 03, 2026, 04:38 AM | Reallocation Plan Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 53 Status: PLANNED +4 more |
| Mar 03, 2026, 04:38 AM | Rebalance Suggestion Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Alert Id: 31 Portfolio Id: 56 +1 more |
| Mar 03, 2026, 04:37 AM | Alert Reviewed | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | New Status: REVIEWED |
| Mar 03, 2026, 04:37 AM | Follow Up Draft Approved | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Draft Id: 8 Status: APPROVED_READY |
| Mar 03, 2026, 04:37 AM | Follow Up Draft Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Draft Id: 8 Status: PENDING_APPROVAL +2 more |
| Mar 03, 2026, 04:35 AM | Reallocation Plan Created | Steven GrantID: 29 | Kunal Jha | Alert #15Run #1 | Plan Id: 52 Status: PLANNED +4 more |
| Mar 03, 2026, 04:35 AM | Rebalance Suggestion Created | Steven GrantID: 29 | Kunal Jha | Alert #15Run #1 | Alert Id: 15 Portfolio Id: 29 +1 more |
| Mar 03, 2026, 04:35 AM | Reallocation Plan Created | Anika SharmaID: 66 | Kunal Jha | Alert #39Run #1 | Plan Id: 51 Status: PLANNED +4 more |
| Mar 03, 2026, 04:35 AM | Rebalance Suggestion Created | Anika SharmaID: 66 | Kunal Jha | Alert #39Run #1 | Alert Id: 39 Portfolio Id: 66 +1 more |
| Mar 03, 2026, 04:35 AM | Reallocation Plan Executed | Scott PetersonID: 55 | Kunal Jha | Alert #30Run #1 | Plan Id: 50 Status: EXECUTED +2 more |
| Mar 03, 2026, 04:35 AM | Reallocation Plan Approved | Scott PetersonID: 55 | Kunal Jha | Alert #30Run #1 | Plan Id: 50 Status: APPROVED +1 more |
| Mar 03, 2026, 04:35 AM | Reallocation Plan Queued | Scott PetersonID: 55 | Kunal Jha | Alert #30Run #1 | Plan Id: 50 Status: QUEUED |
| Mar 03, 2026, 04:34 AM | Reallocation Plan Created | Scott PetersonID: 55 | Kunal Jha | Alert #30Run #1 | Plan Id: 50 Status: PLANNED +4 more |
| Mar 03, 2026, 04:34 AM | Rebalance Suggestion Created | Scott PetersonID: 55 | Kunal Jha | Alert #30Run #1 | Alert Id: 30 Portfolio Id: 55 +1 more |
| Mar 03, 2026, 04:34 AM | Reallocation Plan Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 49 Status: PLANNED +4 more |
| Mar 03, 2026, 04:34 AM | Rebalance Suggestion Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Alert Id: 31 Portfolio Id: 56 +1 more |
| Mar 03, 2026, 04:34 AM | Alert Reviewed | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | New Status: REVIEWED |
| Mar 03, 2026, 04:34 AM | Follow Up Draft Approved | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Draft Id: 7 Status: APPROVED_READY |
| Mar 03, 2026, 04:34 AM | Follow Up Draft Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Draft Id: 7 Status: PENDING_APPROVAL +2 more |
| Mar 03, 2026, 04:33 AM | Follow Up Draft Created | Rebecca ShawID: 20 | Kunal Jha | Alert #10Run #1 | Draft Id: 6 Status: PENDING_APPROVAL +2 more |
| Mar 03, 2026, 04:30 AM | Follow Up Draft Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Draft Id: 5 Status: PENDING_APPROVAL +2 more |
| Mar 03, 2026, 04:26 AM | Reallocation Plan Created | Anika SharmaID: 66 | Kunal Jha | Alert #39Run #1 | Plan Id: 48 Status: PLANNED +4 more |
| Mar 03, 2026, 04:26 AM | Rebalance Suggestion Created | Anika SharmaID: 66 | Kunal Jha | Alert #39Run #1 | Alert Id: 39 Portfolio Id: 66 +1 more |
| Mar 03, 2026, 04:26 AM | Reallocation Plan Created | Scott PetersonID: 55 | Kunal Jha | Alert #30Run #1 | Plan Id: 47 Status: PLANNED +4 more |
| Mar 03, 2026, 04:26 AM | Rebalance Suggestion Created | Scott PetersonID: 55 | Kunal Jha | Alert #30Run #1 | Alert Id: 30 Portfolio Id: 55 +1 more |
| Mar 03, 2026, 04:26 AM | Reallocation Plan Executed | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 46 Status: EXECUTED +2 more |
| Mar 03, 2026, 04:26 AM | Reallocation Plan Approved | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 46 Status: APPROVED +1 more |
| Mar 03, 2026, 04:26 AM | Reallocation Plan Queued | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 46 Status: QUEUED |
| Mar 03, 2026, 04:26 AM | Reallocation Plan Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 46 Status: PLANNED +4 more |
| Mar 03, 2026, 04:26 AM | Rebalance Suggestion Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Alert Id: 31 Portfolio Id: 56 +1 more |
| Mar 03, 2026, 04:24 AM | Reallocation Plan Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 45 Status: PLANNED +4 more |
| Mar 03, 2026, 04:24 AM | Rebalance Suggestion Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Alert Id: 31 Portfolio Id: 56 +1 more |
| Mar 03, 2026, 04:23 AM | Reallocation Plan Created | Aisha KhanID: 59 | Kunal Jha | Alert #33Run #1 | Plan Id: 44 Status: PLANNED +4 more |
| Mar 03, 2026, 04:23 AM | Rebalance Suggestion Created | Aisha KhanID: 59 | Kunal Jha | Alert #33Run #1 | Alert Id: 33 Portfolio Id: 59 +1 more |
| Mar 03, 2026, 04:23 AM | Reallocation Plan Created | Marcus CampbellID: 40 | Kunal Jha | Alert #22Run #1 | Plan Id: 43 Status: PLANNED +4 more |
| Mar 03, 2026, 04:23 AM | Rebalance Suggestion Created | Marcus CampbellID: 40 | Kunal Jha | Alert #22Run #1 | Alert Id: 22 Portfolio Id: 40 +1 more |
| Mar 03, 2026, 04:23 AM | Reallocation Plan Executed | Elias FergusonID: 35 | Kunal Jha | Alert #20Run #1 | Plan Id: 42 Status: EXECUTED +2 more |
| Mar 03, 2026, 04:23 AM | Reallocation Plan Approved | Elias FergusonID: 35 | Kunal Jha | Alert #20Run #1 | Plan Id: 42 Status: APPROVED +1 more |
| Mar 03, 2026, 04:23 AM | Reallocation Plan Queued | Elias FergusonID: 35 | Kunal Jha | Alert #20Run #1 | Plan Id: 42 Status: QUEUED |
| Mar 03, 2026, 04:22 AM | Reallocation Plan Created | Elias FergusonID: 35 | Kunal Jha | Alert #20Run #1 | Plan Id: 42 Status: PLANNED +4 more |
| Mar 03, 2026, 04:22 AM | Rebalance Suggestion Created | Elias FergusonID: 35 | Kunal Jha | Alert #20Run #1 | Alert Id: 20 Portfolio Id: 35 +1 more |
| Mar 03, 2026, 04:22 AM | Rebalance Suggestion Created | Elias FergusonID: 35 | Kunal Jha | Alert #20Run #1 | Alert Id: 20 Portfolio Id: 35 +1 more |
| Mar 03, 2026, 04:22 AM | Alert Reviewed | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | New Status: REVIEWED |
| Mar 03, 2026, 04:16 AM | Reallocation Plan Created | Anika SharmaID: 66 | Kunal Jha | Alert #39Run #1 | Plan Id: 41 Status: PLANNED +4 more |
| Mar 03, 2026, 04:16 AM | Rebalance Suggestion Created | Anika SharmaID: 66 | Kunal Jha | Alert #39Run #1 | Alert Id: 39 Portfolio Id: 66 +1 more |
| Mar 03, 2026, 04:16 AM | Reallocation Plan Created | Scott PetersonID: 55 | Kunal Jha | Alert #30Run #1 | Plan Id: 40 Status: PLANNED +4 more |
| Mar 03, 2026, 04:16 AM | Rebalance Suggestion Created | Scott PetersonID: 55 | Kunal Jha | Alert #30Run #1 | Alert Id: 30 Portfolio Id: 55 +1 more |
| Mar 03, 2026, 04:16 AM | Reallocation Plan Executed | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 39 Status: EXECUTED +2 more |
| Mar 03, 2026, 04:16 AM | Reallocation Plan Approved | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 39 Status: APPROVED +1 more |
| Mar 03, 2026, 04:16 AM | Reallocation Plan Queued | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 39 Status: QUEUED |
| Mar 03, 2026, 04:16 AM | Reallocation Plan Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 39 Status: PLANNED +4 more |
| Mar 03, 2026, 04:16 AM | Rebalance Suggestion Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Alert Id: 31 Portfolio Id: 56 +1 more |
| Mar 03, 2026, 04:07 AM | Reallocation Plan Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 38 Status: PLANNED +4 more |
| Mar 03, 2026, 04:07 AM | Rebalance Suggestion Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Alert Id: 31 Portfolio Id: 56 +1 more |
| Mar 03, 2026, 03:46 AM | Reallocation Plan Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 37 Status: PLANNED +4 more |
| Mar 03, 2026, 03:46 AM | Rebalance Suggestion Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Alert Id: 31 Portfolio Id: 56 +1 more |
| Mar 03, 2026, 03:38 AM | Reallocation Plan Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 36 Status: PLANNED +4 more |
| Mar 03, 2026, 03:38 AM | Rebalance Suggestion Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Alert Id: 31 Portfolio Id: 56 +1 more |
| Mar 03, 2026, 03:30 AM | Reallocation Plan Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 35 Status: PLANNED +4 more |
| Mar 03, 2026, 03:30 AM | Rebalance Suggestion Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Alert Id: 31 Portfolio Id: 56 +1 more |
| Mar 03, 2026, 03:14 AM | Reallocation Plan Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 34 Status: PLANNED +4 more |
| Mar 03, 2026, 03:14 AM | Rebalance Suggestion Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Alert Id: 31 Portfolio Id: 56 +1 more |
| Mar 03, 2026, 02:58 AM | Reallocation Plan Created | Anika SharmaID: 66 | Kunal Jha | Alert #39Run #1 | Plan Id: 33 Status: PLANNED +4 more |
| Mar 03, 2026, 02:58 AM | Rebalance Suggestion Created | Anika SharmaID: 66 | Kunal Jha | Alert #39Run #1 | Alert Id: 39 Portfolio Id: 66 +1 more |
| Mar 03, 2026, 02:58 AM | Reallocation Plan Created | Scott PetersonID: 55 | Kunal Jha | Alert #30Run #1 | Plan Id: 32 Status: PLANNED +4 more |
| Mar 03, 2026, 02:58 AM | Rebalance Suggestion Created | Scott PetersonID: 55 | Kunal Jha | Alert #30Run #1 | Alert Id: 30 Portfolio Id: 55 +1 more |
| Mar 03, 2026, 02:58 AM | Reallocation Plan Executed | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 31 Status: EXECUTED +2 more |
| Mar 03, 2026, 02:58 AM | Reallocation Plan Approved | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 31 Status: APPROVED +1 more |
| Mar 03, 2026, 02:58 AM | Reallocation Plan Queued | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 31 Status: QUEUED |
| Mar 03, 2026, 02:57 AM | Reallocation Plan Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 31 Status: PLANNED +4 more |
| Mar 03, 2026, 02:57 AM | Rebalance Suggestion Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Alert Id: 31 Portfolio Id: 56 +1 more |
| Mar 03, 2026, 02:42 AM | Reallocation Plan Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 30 Status: PLANNED +4 more |
| Mar 03, 2026, 02:42 AM | Rebalance Suggestion Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Alert Id: 31 Portfolio Id: 56 +1 more |
| Mar 03, 2026, 02:41 AM | Meeting Note Action Item Updated | System | system | - | Client Id: 1 Note Id: 1 +2 more |
| Mar 03, 2026, 02:39 AM | Reallocation Plan Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Plan Id: 29 Status: PLANNED +4 more |
| Mar 03, 2026, 02:39 AM | Rebalance Suggestion Created | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Alert Id: 31 Portfolio Id: 56 +1 more |
| Mar 03, 2026, 02:38 AM | Follow Up Draft Rejected | Cynthia WilsonID: 56 | Kunal Jha | Alert #31Run #1 | Draft Id: 4 Status: REJECTED +1 more |
| Mar 03, 2026, 02:37 AM | Reallocation Plan Created | Elias SharmaID: 60 | Kunal Jha | Alert #34Run #1 | Plan Id: 28 Status: PLANNED +4 more |