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FC
Fintech Copilot Branch Desktop
v4.0.0
Financial management & portfolio analytics
U
User
Today
Practice
Clients
CRM
CRM
Calendar
Inbox
6
Clients
Prospects
Tasks
4
Communications
Compliance
3
Proposals
Relationships
CRM
Today
Practice
Clients
CRM
Today
May 2026
Month
Week
Agenda
New Event
Sun
Mon
Tue
Wed
Thu
Fri
Sat
26
Schedule annual suitability review
27
Suitability Review — Marguerite Considine
ADV Delivery — Cleta Kunde
Schedule discovery call — Alycia Gutmann
+2 more
28
Onboarding meeting — Aniyah Hettinger-Dietrich
Review risk questionnaire — Tyrese Reichert
Follow up on proposal — Claudia Boehm
+2 more
29
Process withdrawal request
Annual Review — Shaun Mante
Beneficiary Review — Margie Sauer
+2 more
30
Suitability Review — Kayli Hudson
Review risk questionnaire — Waldo Gusikowski-Wintheiser
Send proposal — Diana Tremblay
1
Send rebalancing proposal
Onboard new client
Onboarding meeting — Leilani Connelly
+6 more
2
Review 401k rollover options
Onboarding meeting — Leon Abernathy
Send proposal — Matt Runte
+2 more
3
Send estate planning referral
Onboard new client
KYC Update — Cleta Kunde
+1 more
4
Suitability Review — Keaton Osinski
Form CRS — Joseph Kuhlman
Suitability Review — Joseph Kuhlman
+2 more
5
Suitability Review — Jaleel Abernathy
Send proposal — Suzanne Braun
Review risk questionnaire — Domenick Nitzsche
+2 more
6
Review beneficiary designations
Review risk questionnaire — Roman Quitzon
Onboarding meeting — Alyssa Green
+1 more
7
ADV Delivery — Josephine Legros
8
Suitability Review — Chyna Klein
Send proposal — Ian Lindgren
Schedule discovery call — Andreane Carter-O'Kon
+1 more
9
Proposal Review: Pre-Retirement Defensive Shift
10
Review trust account titling
11
Conduct financial plan update
Complete compliance training
ADV Delivery — Mae Bartell
12
Send monthly performance report
Analyze Roth conversion opportunity
Suitability Review — Earline Satterfield
13
Beneficiary Review — Margaret McLaughlin
Annual Review — Anna Beahan
Proposal Review: Estate-Friendly Restructuring
14
Schedule quarterly review meeting
15
Prepare tax-loss harvesting report
KYC Update — Ethel Hintz
KYC Update — Earline Satterfield
+1 more
16
Send rebalancing proposal
Annual Review — Albin Lebsack
Annual Review — Joseph Kuhlman
17
18
19
Suitability Review — Hassan Conroy-Pacocha
Proposal Review: Income-Focused Rebalancing
Proposal Review: Tax-Efficient Restructuring
+1 more
20
Schedule annual suitability review
ADV Delivery — Valerie Keebler
21
Send rebalancing proposal
Form CRS — Josephine Legros
22
Review long-term care insurance options
Send monthly performance report
KYC Update — Della Parisian
+1 more
23
24
Review beneficiary designations
25
Send estate planning referral
26
27
Proposal Review: Growth Reallocation Strategy
28
Analyze equity compensation vesting
29
Prepare charitable giving strategy
30
Update risk assessment questionnaire
Review life insurance coverage
31
Review life insurance coverage
Beneficiary Review — Adrienne Leuschke
1
Annual Review — Karen Baumbach
Form CRS — Chyna Klein
ADV Delivery — Margie Sauer
2
Review annual portfolio allocation
Prepare RMD calculation and setup
Send estate planning referral
+1 more
3
Annual Review — Jaleel Abernathy
KYC Update — Bobbie Wintheiser
Proposal Review: International Diversification
4
Analyze Roth conversion opportunity
Annual Review — Marcia Feest
5
Analyze equity compensation vesting
6
Schedule quarterly review meeting