Wealth Ops
Second Brain
First-Year Program

Reyes Trust

Hector Reyes · UHNW · $22.30M · Pershing

At RiskHigh riskAdvisor: Priya Raman · Ops: Marcus Trent
Experience score
51/100
6-Month ReviewDay 104 / target 90 · overdue
Journey type
Planning-Only
Next milestone
Advance to 12-Month Review / Renewal
Due
2026-04-28
Marketing sequence
Welcome — Mass Affluent
Started
2025-06-06
Notes
Tracking close to SLA. Advance to 12-Month Review / Renewal due 2026-04-28.

Recommended next actions

  1. 1.
    Re-send DocuSign with personal note; escalate to advisor if no response in 48h.
    Medium · missing documents · due 2026-05-13 · Ops: Marcus Trent
    See recover list (At Risk) →Open household →

Calendar & work orchestration

Tier A
WGAt-Risk1Y
Service expectation: Personal advisor touch ≤14d · proactive outreach on any signal
Next best actionServiceCritical
Update first plan
Refresh financial plan with latest income and goal inputs. (Reyes Trust) · due 2026-06-16 · owner Priya Raman
Upcoming events (3)
3:30 PM
20m
Funding Follow-Up · Reyes TrustServiceHighTier A
Funding Follow-Up·Priya Raman
WGAt-Risk
1:00 PM
45m
Prospect Consult · Reyes TrustGrowthCriticalTier A
Prospect Consult·Priya Raman·prep needed
WGAt-Risk
12:00 PM
45m
White-Glove Touch · Reyes TrustServiceCriticalTier A
White-Glove Touch·Priya Raman·prep needed
WGAt-Risk
Open work (1)
+35d
Planning Action
Update first planServiceCriticalTier A
Refresh financial plan with latest income and goal inputs. (Reyes Trust)
WGAt-Risk

Milestones

  • Signed2025-06-08
  • KYC completed2025-06-11
  • Accounts opened2025-06-18
  • Transfer initiated2025-06-15
  • Funded2025-06-29
  • Welcome call2025-06-22
  • First plan delivered2025-07-03
  • 30-day review2025-07-09
  • 6-month reviewcompleted
  • 12-month review

Recent touchpoints

Scheduled · 2
  • Annual review meeting
    meeting · Advisor · goal: Annual planning + renewal signal
    Manual2026-02-10
  • Retention nurture
    email · Marketing · goal: Retention reinforcement
    Automated2026-02-07
Completed · 8
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2025-10-22
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2025-10-22
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2025-11-08
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2025-11-23
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2025-12-04
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2025-12-08
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    HybridDone 2025-12-17
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    ManualDone 2025-12-17

All exceptions for this household

Mediummissing documents
Reyes Trust · owner: Marcus Trent · opened 2d ago
due 2026-05-13

Household journey brief

Synthesize the journey, surface risks, and draft the next advisor touch.