First-Year Program
Operational view of every client in their first 12 months — from Signed through 12-Month Review.
Active journeys
100
post-signed
On track
63
At risk
21
Off track
16
Avg signed→funded
21d
target 18d
Touchpoint on-time
97%
30-day activation
100%
first plan delivered
90-day engagement
88%
12-mo review completed
50%
Avg experience score
76
/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
- Ashford & Co.6-Month Review · New ClientAt RiskHigh riskSamir Patel59 · day 106
- Reyes Trust6-Month Review · Planning-OnlyAt RiskHigh riskPriya Raman51 · day 104
- Pham Family6-Month Review · New ClientAt RiskHigh riskPriya Raman58 · day 96
- Greco Household90-Day Engagement · Planning-OnlyAt RiskHigh riskDiana Volkov49 · day 82
- Zhao Household90-Day Engagement · New ClientAt RiskHigh riskEva Lindgren60 · day 80
- Larsen Trust90-Day Engagement · Planning-OnlyAt RiskHigh riskSamir Patel52 · day 76
- Cervantes Household12-Month Review / Renewal · Planning-OnlyAt RiskHigh riskLiam O'Brien48 · day 76
- Hollander Family90-Day Engagement · Digital Low-TouchAt RiskHigh riskJordan Ellis47 · day 67
- Walsh Household90-Day Engagement · Digital Low-TouchAt RiskHigh riskSamir Patel62 · day 65
- Iwasaki Household30-Day Activation · New ClientAt RiskHigh riskDiana Volkov55 · day 36
- Engel Trust30-Day Activation · Transfer + PlanningAt RiskHigh riskEva Lindgren54 · day 33
- Brandt & Co.Transfer / Funding In Progress · Planning-OnlyAt RiskHigh riskDiana Volkov56 · day 15
- Hoffmann Family OfficeKYC / Account Setup · New ClientAt RiskHigh riskPriya Raman48 · day 9
- Petersen HouseholdKYC / Account Setup · New ClientAt RiskHigh riskSamir Patel47 · day 9
- Caldera TrustKYC / Account Setup · Planning-OnlyAt RiskHigh riskAisha Okafor47 · day 9
- Whittaker TrustKYC / Account Setup · Digital Low-TouchAt RiskHigh riskEva Lindgren47 · day 9
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