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Fintech Copilot
v4.0.0
Branch Desktop
JB
John Balboa
Today
CRM
Clients
Practice
Planning
Estate
CRM
Calendar
Inbox
6
Tasks
4
Communications
Prospects
Proposals
Clients
Compliance
3
Relationships
CRM
Today
CRM
Clients
Practice
Planning
Estate
Today
July 2026
Month
Week
Agenda
New Event
Sun
Mon
Tue
Wed
Thu
Fri
Sat
28
Process withdrawal request
Onboarding meeting — Lottie Shanahan
Schedule discovery call — Marcellus Kovacek
29
Complete KYC documentation
Complete compliance training
Send monthly performance report
+2 more
30
Annual Review — Cornelius Buckridge
Onboarding meeting — Leilani Connelly
Review risk questionnaire — Violet Marquardt-Miller
+5 more
1
Onboarding meeting — Leon Abernathy
Send proposal — Matt Runte
Review risk questionnaire — Maribel Welch
+1 more
2
3
Schedule discovery call — Shanel Stroman
Onboarding meeting — Deshawn Rodriguez
4
Send proposal — Suzanne Braun
Review risk questionnaire — Domenick Nitzsche
Send proposal — Clara Prohaska
+1 more
5
Review risk questionnaire — Roman Quitzon
Onboarding meeting — Alyssa Green
Onboarding meeting — Sylvia Price
6
7
ADV Delivery — Elbert Medhurst
Beneficiary Review — Tabitha Towne
Send proposal — Ian Lindgren
+2 more
8
Proposal Review: Pre-Retirement Defensive Shift
9
10
KYC Update — Margaret McLaughlin
11
12
Annual Review — Doug Herzog
Proposal Review: Estate-Friendly Restructuring
13
14
15
16
Suitability Review — Valerie Keebler
Form CRS — Sherry Denesik
17
18
Proposal Review: Income-Focused Rebalancing
Proposal Review: Tax-Efficient Restructuring
Proposal Review: Business Owner Liquidity Plan
19
20
21
KYC Update — Araceli Bartell
Proposal Review: Defensive Portfolio Shift
22
23
Annual Review — Kayli Hudson
24
Beneficiary Review — Marcia Feest
Beneficiary Review — Brandy Kiehn
25
Form CRS — Albin Lebsack
26
Proposal Review: Growth Reallocation Strategy
27
28
29
30
ADV Delivery — Brandy Kiehn
31
Suitability Review — Dakota Powlowski
1
ADV Delivery — Keaton Osinski
2
Proposal Review: International Diversification
3
4
Annual Review — Bobbie Wintheiser
5
6
7
8
Calendar | CRM — Fintech Copilot