Wealth Ops
Second Brain
First-Year Program

Tanaka Family

Ren Tanaka · HNW · $3.78M · Schwab

Off TrackHigh riskAdvisor: Jordan Ellis · Ops: Marcus Trent
Experience score
41/100
FundedDay 5 / target 3 · overdue
Journey type
Digital Low-Touch
Next milestone
Advance to 30-Day Activation
Due
2026-05-10
Marketing sequence
Welcome — Digital Low-Touch
Started
2026-01-30
Notes
Advance to 30-Day Activation blocked — see exceptions. Advisor outreach overdue 2d.

Recommended next actions

  1. 1.
    Verify funding source; confirm ABA/account #; offer wire alternative.
    Critical · failed funding · due 2026-05-04 · Ops: Marcus Trent
    See recover list (Off Track) →Open household →
  2. 2.
    Re-send DocuSign with personal note; escalate to advisor if no response in 48h.
    High · missing documents · due 2026-05-09 · Ops: Marcus Trent
    See recover list (Off Track) →Open household →

Calendar & work orchestration

Tier A
WGAt-Risk1Y
Service expectation: Personal advisor touch ≤14d · proactive outreach on any signal
Upcoming events (1)
10:00 AM
45m
White-Glove Touch · Tanaka FamilyServiceCriticalTier A
White-Glove Touch·Jordan Ellis·prep needed
WGAt-Risk
Open work (0)

No open tasks for this household.

Milestones

  • Signed2026-02-01
  • KYC completed2026-02-03
  • Accounts opened2026-02-06
  • Transfer initiated2026-02-15
  • Funded2026-02-26
  • Welcome call2026-02-18
  • First plan delivered
  • 30-day review
  • 6-month review
  • 12-month review

Recent touchpoints

Scheduled · 5
  • Allocation complete email
    email · Advisor · goal: Confirm trade-to-target
    Hybrid2026-05-06
  • Welcome call
    advisor call · Advisor · goal: Walk through portal
    Manual2026-05-05
  • 30-day check-in
    advisor call · Advisor · goal: Surface questions, confirm engagement
    Manual2026-05-21
  • First plan delivery
    meeting · Advisor · goal: Walk through first plan
    Manual2026-05-19
  • Education drip — basics
    content drip · Marketing · goal: Drive portal engagement
    Automated2026-05-21
Completed · 6
  • Welcome email
    email · Marketing · goal: Set expectations for first 30 days
    AutomatedDone 2026-03-16
  • Advisor welcome call
    advisor call · Advisor · goal: Build rapport, confirm goals
    ManualDone 2026-03-12
  • Kickoff ops task
    ops task · Ops · goal: Open kickoff checklist
    HybridDone 2026-03-31
  • KYC document request
    email · Ops · goal: Collect KYC and trusted contact
    AutomatedDone 2026-04-12
  • Transfer status update
    email · Ops · goal: Communicate ACAT status
    HybridDone 2026-04-24
  • Funding nudge SMS
    SMS · Ops · goal: Prompt funding action
    AutomatedDone 2026-04-25

All exceptions for this household

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

Household journey brief

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