Ivers Family

Uma Ivers · Mass Affluent · $737K · Fidelity

On TrackLow riskAdvisor: Priya Raman · Ops: Lena Park

Experience score

83/100

Transfer / Funding In ProgressDay 7 / target 14

Journey type

Planning-Only

Next milestone

Advance to Funded

Due

2026-05-19

Marketing sequence

Welcome — Mass Affluent

Started

2025-10-02

Notes

On cadence. Advance to Funded due 2026-05-19.

Calendar & work orchestration

Tier C

Service expectation: Digital cadence + advisor touch on milestone events

Next best actionGrowthMedium

Schedule prospect follow-up

Confirm next meeting and pre-read. (Ivers Family) · due 2026-05-03 · owner Priya Raman

Upcoming events (1)

5:00 PM

60m

Review Meeting·Priya Raman·prep needed

Open work (2)

1 overdue

-9d

Task

Confirm next meeting and pre-read. (Ivers Family)

1Y9d

+31d

Review Prep

Pull portfolio snapshot, plan deltas, and prior meeting notes. (Ivers Family)

Scheduled · 2

Allocation complete email
email · Advisor · goal: Confirm trade-to-target
Hybrid2026-05-16
Welcome call
advisor call · Advisor · goal: Walk through portal
Manual2026-05-15

Completed · 6

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2026-03-25
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2026-03-28
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2026-04-12
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2026-04-21
Transfer status update
email · Ops · goal: Communicate ACAT status
HybridDone 2026-05-05
Funding nudge SMS
SMS · Ops · goal: Prompt funding action
AutomatedDone 2026-05-06

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