Wealth Ops
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Ask anything — sales, clients, advisor capacity, workflows, SOPs. Summarized with links.

Operations

Ops Dashboard

Your live operating console — quick AI summary up top, then today's signal, the visual command center, and cross-functional insights.

AI Dashboard Narrator
Quick summary across funnel, cohorts, and capacity
Filters: All · 30d
Segment
Window

Tap narrate for an AI read of today's ops: routing backlog, biggest task risks, capacity, and 2–3 next best actions for the week.

Work orchestration

Firm-wide calendar & work today

Open Advisor Workbench →Calendar →
Meetings today
14
Tasks due today
18
Overdue
22
White-glove (14d)
8
At-risk households
32
Growth follow-ups
29

Firm priority queue — top 8

View all →
  • 1
    Re-engagement call
    Retention
    retention-critical · Tier A · white-glove
    Critical· 108
  • 2
    Re-engagement call
    Retention
    retention-critical · Tier A · white-glove
    Critical· 106
  • 3
    Onboarding Call · Hoffmann Family Office
    Service
    retention-critical · Tier A · white-glove
    Critical· 104
  • 4
    Schedule prospect follow-up
    Growth
    retention-critical · Tier A · white-glove
    Critical· 104
  • 5
    Re-engagement call
    Retention
    retention-critical · Tier A · white-glove
    Critical· 102
  • 6
    Client Check-In · Hoffmann Family Office
    Service
    retention-critical · Tier A · white-glove
    Critical· 98
  • 7
    Retention Outreach · Engel Trust
    Retention
    retention-critical · Tier A · white-glove
    Critical· 98
  • 8
    Update first plan
    Service
    retention-critical · Tier A · white-glove
    Critical· 98

Work mix

Growth 30Service 81Retention 23Compliance 44Operations 28

Manual vs automated

Manual (advisor-led)94 · 49%
Hybrid (automation + advisor)0 · 0%
Fully automated98 · 51%

109 open tasks are delegatable to ops.

Live Ops

Today's operating signal.

Segment
Window
Routing backlog
9
9.2M expected AUM unrouted
  • Organic content – Retirement articleMass Affluent
  • Organic content – Retirement articleMass Affluent
  • Paid ad – Student loansHENRY
Open funnel
Open tasks
113
Across 8 advisors
  • Liam O'Brien26 open
  • Priya Raman22 open
  • Samir Patel18 open
View capacity
Onboarding progress
4%
1 in onboarding · 37 active across advisors
Pipeline1/27 in onboarding
Open playbooks
Daily Ops Summary
Filters: All · 30d

Click generate for an AI-written paragraph covering the top routing backlog, biggest task risks, and next best actions — grounded in your current filters.

Visual Command Center

The numbers, in one glance.

Tap any bar or cell to drill in · swipe charts sideways · tap legend to expand

FunnelLeads → Clients
CapacityAdvisor capacity score
RetentionCohort retention heatmap (M0 → M12)
Ops Insights

The connective tissue across functions.

Marketing

Q4 2025 HENRY cohort has weak 12-month retention

Q4 2025 HENRY – Student Loans Paid Social (HENRY) activated 39/318 but retained only 24 at 12 months. Consider a post-onboarding education stream to lift retention.

Advisory

Liam O'Brien is at high capacity

Liam O'Brien carries 108 households, 9 active onboardings, and 26 open tasks. Route new Tech Professionals & HENRY leads to Diana Volkov until rebalanced.

Product

Digital onboarding throughput limited by manual ACAT handling

ACAT rejections remain the top single-step delay in the New Household Onboarding playbook. A custodian-portal status sync would cut median onboarding time meaningfully.

Compliance

Annual ADV delivery cycle approaches

Per the Annual ADV Delivery SOP, brochure distribution is due by April 30. Generate the eligible household list and queue acknowledgement tracking now.