First-Year Program

Operational view of every client in their first 12 months — from Signed through 12-Month Review.

Active journeys

100

post-signed

Touchpoint on-time

97%

12-mo review completed

50%

Avg experience score

/100

Wealth Ops Analyst — First-Year Brief

Summarize program health, highlight risks, and propose this week's priorities.

Stage distribution

Click a bar to filter the recover list

Stage aging vs SLA

Click a stage to triage households drifting from SLA

Experience score distribution

Click a bucket to drill into those households

Time-to-funding trend

Signed → funded, trailing 6 months

Milestone completion vs overdue

Monthly throughput

Households to recover

status: At Risk · stage: KYC / Account Setup · 6 matches

On Track At Risk Off Track

Stage filter: KYC / Account Setup

Open exceptions

View all →

Mediummissing documents

Reyes Trust · owner: Marcus Trent · opened 2d ago

due 2026-05-13

Mediummissing documents

Bauer Household · owner: Marcus Trent · opened 14d ago

due 2026-05-06

Mediummissing documents

Bauer Household · owner: Marcus Trent · opened 11d ago

due 2026-05-04

Criticalfailed funding

Tanaka Family · owner: Jordan Ellis · opened 11d ago

due 2026-05-04

Highmissing documents

Tanaka Family · owner: Jordan Ellis · opened 12d ago

due 2026-05-09

Highmissing documents

Nakamura Household · owner: Samir Patel · opened 15d ago

due 2026-05-05