What it produces

One review. Everything the week runs on.

A single pass over the book becomes the day's worklist, the client message, the review report, and the compliance file. Built from what you already have, no new data entry.

Your day, ranked

Today

1OkaforRMD due Dec 31

2ReyesCash drag, review overdue

3TranBeneficiary gap

142 households · 8 need you this week

Client outreach

Draft ready

To: The Reyes household Your year-end review Hi Ana, a few things to tie off before Dec 31. Let's get your review on the calendar and take care of the RMD.

Personalized · ready to send

Client review report

Client-ready

Portfolio YTD+6.4%

Retirement 2038On track

Cash to deploy$48k

Compliance file

Review-ready

Reg BI documented

Beneficiary current

Suitability noted

RMD due Dec 31

built from your custodian + CRM

One quick review feeds every output

One short review runs the week. Worklist, outreach, report, and compliance file, no new data entry.

Blue Signal·AI and automation for financial planning

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