Monitoring universe

High-level view of the portfolios under monitoring and operator throughput.

Clients

Clients added (2026)

Portfolios

1260

% alerts needing human review

100.0%

Alerts by priority

HIGH20 (49%)

MEDIUM14 (34%)

LOW7 (17%)

Alerts by status

OPEN38 (93%)

REVIEWED2 (5%)

ESCALATED1 (2%)

FALSE_POSITIVE0 (0%)

Client monitoring explorer

Search clients and sort by AUM, daily PNL, and queue pressure.

	Account
Gabriel Peterson Core \| Balanced	Generation	2025	$2,912,766	+$18,642	+0.64%	+14.66%	0	0	- -
Nora Ramos Affluent \| Balanced	Generation	2022	$2,880,410	-$10,946	-0.38%	+1.38%	1	1	02/21/2026, 03:47:03 PM Education Withdrawal - Portfolio Review Required
Edward Henry Core \| Balanced	Generation	2022	$2,864,179	-$4,869	-0.17%	+8.45%	1	1	02/24/2026, 03:47:03 PM Home Purchase - Portfolio Review Required
Mei-Ling Chen Core \| Balanced	Generation	2025	$2,849,910	+$24,224	+0.85%	-0.28%	1	1	02/27/2026, 03:47:03 PM Home Purchase - Portfolio Review Required
Shirley Singh Core \| Balanced	Generation	2023	$2,833,622	-$11,051	-0.39%	+2.64%	0	0	- -
Ashley Kim Core \| Balanced	Generation	2022	$2,810,935	+$19,958	+0.71%	+9.68%	0	0	- -
Barbara Flanagan Core \| Balanced	Generation	2022	$2,794,945	-$8,385	-0.30%	+17.15%	0	0	- -
Sarah Palmer Affluent \| Balanced	Generation	2022	$2,740,109	+$21,647	+0.79%	+3.44%	1	1	02/24/2026, 03:47:03 PM Home Purchase - Portfolio Review Required
Shirley Stone Core \| Balanced	Generation	2023	$2,739,419	-$548	-0.02%	-2.77%	0	0	- -
Nora Dixon Core \| Balanced	Generation	2022	$2,695,395	-$12,129	-0.45%	+6.36%	0	0	- -
Jeffrey Wagner Affluent \| Balanced	Generation	2024	$2,604,413	+$13,022	+0.50%	+2.61%	1	1	02/20/2026, 03:47:03 PM Education Withdrawal - Portfolio Review Required
Samira Reyes Affluent \| Balanced	Generation	2025	$2,494,488	-$20,205	-0.81%	+10.51%	1	1	02/24/2026, 03:47:03 PM RSU Vesting Tax Management - Portfolio Review Required
Taylor Wolf Affluent \| Balanced	Generation	2023	$2,456,907	-$21,621	-0.88%	+15.49%	1	1	02/20/2026, 03:47:03 PM Education Withdrawal - Portfolio Review Required
Mei Ling Chen Core \| Balanced	Generation	2022	$2,419,794	-$5,808	-0.24%	+13.43%	0	0	- -
Mateo Parker Affluent \| Balanced	Generation	2024	$2,403,686	-$16,345	-0.68%	+1.81%	1	1	02/18/2026, 03:47:03 PM Education Withdrawal - Portfolio Review Required
Layla Hart Core \| Balanced	Generation	2024	$2,361,295	+$18,418	+0.78%	+4.70%	0	0	- -
Rebecca Shaw Core \| Balanced	Generation	2024	$2,244,806	-$11,897	-0.53%	+12.60%	1	1	02/19/2026, 03:47:03 PM Education Withdrawal - Portfolio Review Required
Elias Ferguson Affluent \| Balanced	Generation	2024	$2,224,958	+$4,450	+0.20%	+3.04%	1	1	02/22/2026, 03:47:03 PM Education Withdrawal - Portfolio Review Required
David Carroll Affluent \| Balanced	Generation	2021	$2,223,101	+$12,227	+0.55%	+0.15%	1	1	02/26/2026, 03:47:03 PM Education Withdrawal - Portfolio Review Required
Sarah Wilkins Affluent \| Balanced	Generation	2024	$2,215,108	+$9,525	+0.43%	+7.59%	1	1	02/25/2026, 03:47:03 PM Home Purchase - Portfolio Review Required

Showing 1-20 of 70 clients

Page 1

Queued cases to review

Prioritized open and escalated alerts needing review attention. Click any case to review the risk brief.

			Case
HIGH	Scott Peterson	Primary Portfolio	Home Purchase - Portfolio Review Required	OPEN \| Human	95%	02/26/2026, 03:47:03 PM
HIGH	Anika Sharma	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	85%	02/26/2026, 03:47:03 PM
HIGH	Steven Grant	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	95%	02/25/2026, 03:47:03 PM
HIGH	Elias Sharma	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	79%	02/25/2026, 03:47:03 PM
HIGH	Aisha Sharma	Primary Portfolio	Home Purchase - Portfolio Review Required	OPEN \| Human	80%	02/24/2026, 03:47:03 PM
HIGH	Ivy Smith	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	77%	02/24/2026, 03:47:03 PM
HIGH	Vikram Brown	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	93%	02/24/2026, 03:47:03 PM
HIGH	Anthony Taylor	Primary Portfolio	Retirement Drawdown - Portfolio Review Required	OPEN \| Human	73%	02/23/2026, 03:47:03 PM
HIGH	Stephen Cook	Primary Portfolio	Home Purchase - Portfolio Review Required	OPEN \| Human	81%	02/23/2026, 03:47:03 PM
HIGH	Layla Cho	Primary Portfolio	Home Purchase - Portfolio Review Required	OPEN \| Human	92%	02/22/2026, 03:47:03 PM
HIGH	Angela Meyer	Primary Portfolio	Home Purchase - Portfolio Review Required	OPEN \| Human	83%	02/20/2026, 03:47:03 PM
HIGH	Taylor Wolf	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	90%	02/20/2026, 03:47:03 PM
HIGH	Jeffrey Wagner	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	81%	02/20/2026, 03:47:03 PM
HIGH	Cynthia Stevens	Primary Portfolio	Home Purchase - Portfolio Review Required	OPEN \| Human	86%	02/19/2026, 03:47:03 PM
HIGH	Anika Cook	Primary Portfolio	Home Purchase - Portfolio Review Required	OPEN \| Human	75%	02/19/2026, 03:47:03 PM
HIGH	Liam Robertson	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	90%	02/19/2026, 03:47:03 PM
HIGH	Taylor Jones	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	90%	02/18/2026, 03:47:03 PM
HIGH	Aiden Evans	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	86%	02/18/2026, 03:47:03 PM
MEDIUM	Brandon Rogers	Primary Portfolio	Home Purchase - Portfolio Review Required	OPEN \| Human	78%	02/27/2026, 03:47:03 PM
MEDIUM	Ananya Sharma	Primary Portfolio	Home Purchase - Portfolio Review Required	OPEN \| Human	90%	02/25/2026, 03:47:03 PM
MEDIUM	Sarah Wilkins	Primary Portfolio	Home Purchase - Portfolio Review Required	OPEN \| Human	81%	02/25/2026, 03:47:03 PM
MEDIUM	Edward Henry	Primary Portfolio	Home Purchase - Portfolio Review Required	OPEN \| Human	85%	02/24/2026, 03:47:03 PM
MEDIUM	Carol Hicks	Primary Portfolio	Home Purchase - Portfolio Review Required	OPEN \| Human	82%	02/24/2026, 03:47:03 PM
MEDIUM	Sarah Palmer	Primary Portfolio	Home Purchase - Portfolio Review Required	OPEN \| Human	73%	02/24/2026, 03:47:03 PM
MEDIUM	Elias Ferguson	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	82%	02/22/2026, 03:47:03 PM
MEDIUM	Marcus Campbell	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	79%	02/21/2026, 03:47:03 PM
MEDIUM	Aisha Khan	Primary Portfolio	Home Purchase - Portfolio Review Required	OPEN \| Human	85%	02/20/2026, 03:47:03 PM
MEDIUM	Ronald Kang	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	83%	02/19/2026, 03:47:03 PM
MEDIUM	Rebecca Shaw	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	71%	02/19/2026, 03:47:03 PM
MEDIUM	Alex Hoffmann	Primary Portfolio	Tax Loss Harvesting - Portfolio Review Required	ESCALATED \| Human	79%	02/18/2026, 03:47:03 PM
MEDIUM	Mateo Parker	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	78%	02/18/2026, 03:47:03 PM
MEDIUM	Gary Becker	Primary Portfolio	Home Purchase - Portfolio Review Required	OPEN \| Human	77%	02/18/2026, 03:47:03 PM
LOW	Mei-Ling Chen	Primary Portfolio	Home Purchase - Portfolio Review Required	OPEN \| Human	77%	02/27/2026, 03:47:03 PM
LOW	David Carroll	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	73%	02/26/2026, 03:47:03 PM
LOW	Samira Reyes	Primary Portfolio	RSU Vesting Tax Management - Portfolio Review Required	OPEN \| Human	71%	02/24/2026, 03:47:03 PM
LOW	Alex Berry	Primary Portfolio	RSU Vesting Tax Management - Portfolio Review Required	OPEN \| Human	76%	02/23/2026, 03:47:03 PM
LOW	Mei Lin Chen	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	84%	02/23/2026, 03:47:03 PM
LOW	Nora Ramos	Primary Portfolio	Education Withdrawal - Portfolio Review Required	OPEN \| Human	83%	02/21/2026, 03:47:03 PM
LOW	Adrian Wilkins	Primary Portfolio	Business Exit Liquidity Event - Portfolio Review Required	OPEN \| Human	75%	02/19/2026, 03:47:03 PM