Advisor Capacity
Workload across advisor pods. Capacity score = households×0.4 + open tasks×1.5 + active onboardings×3 + reviews×0.5.
Workload composition by advisor
Click a bar to drill into the advisorStacks show what's driving the load: households, onboardings (×3), reviews, tasks.
Marcus Chen
Mass Affluent & lower HNW — Core Pod
Households78
AUM$165.00M
Open tasks14
Upcoming reviews9
Active onboardings5
Priya Raman
HNW / UHNW — Advisory Pod Alpha
Households32
AUM$410.00M
Open tasks22
Upcoming reviews12
Active onboardings6
Jordan Ellis
HENRY & Mass Affluent — Core Pod
Households64
AUM$88.00M
Open tasks9
Upcoming reviews6
Active onboardings3
Diana Volkov
HNW — Advisory Pod Beta
Households41
AUM$220.00M
Open tasks6
Upcoming reviews5
Active onboardings2
Samir Patel
HENRY & Mass Affluent — Digital Pod
Households92
AUM$71.00M
Open tasks18
Upcoming reviews11
Active onboardings7
Aisha Okafor
Pre-Retirees — Advisory Pod Beta
Households56
AUM$195.00M
Open tasks11
Upcoming reviews14
Active onboardings3
Liam O'Brien
Tech Professionals & HENRY — Digital Pod
Households108
AUM$96.00M
Open tasks26
Upcoming reviews13
Active onboardings9
Eva Lindgren
Mass Affluent — Core Pod
Households71
AUM$78.00M
Open tasks7
Upcoming reviews4
Active onboardings2
Where are our capacity constraints?
Identifies overloaded pods and suggests rebalancing.