Skip to main content
Fintech Copilotv4.0.0

Branch Desktop

  • Today
  • CRM
  • Pipeline
  • Clients
  • Practice
  • Planning
  • Estate
CRM
CalendarInbox6Tasks4CommunicationsProspectsProposalsClientsCompliance3Relationships
CRM

© 2026 Fintech Copilot — Branch Desktop v4.0.0·Designed & developed by John Balboa

Dashboard·For authorized advisor use only.
  • Today
  • CRM
  • Pipeline
  • Clients
  • Practice
  • Planning
  • Estate

Unified Inbox

67 items
Suitability ReviewComplianceurgent

Doug Herzog · Due 2026-06-22

Doug HerzogJun 22
Annual ReviewComplianceurgent

Adrienne Leuschke · Due 2026-06-22

Adrienne LeuschkeJun 22
KYC UpdateComplianceurgent

Doug Herzog · Due 2026-06-23

Doug HerzogJun 23
Form CRS DeliveryComplianceurgent

Bradford Buckridge · Due 2026-06-24

Bradford BuckridgeJun 24
ADV DeliveryComplianceurgent

Chyna Klein · Due 2026-06-24

Chyna KleinJun 24
Beneficiary ReviewComplianceurgent

Araceli Bartell · Due 2026-06-25

Araceli BartellJun 25
Suitability ReviewComplianceurgent

Maggie Wolff · Due 2026-06-26

Maggie WolffJun 26
Suitability ReviewComplianceurgent

Jaleel Abernathy · Due 2026-06-27

Jaleel AbernathyJun 27
Annual ReviewComplianceurgent

Antonietta Jacobson · Due 2026-06-29

Antonietta JacobsonJun 29
KYC UpdateComplianceurgent

Adrienne Leuschke · Due 2026-06-29

Adrienne LeuschkeJun 29
Annual ReviewComplianceurgent

Filiberto Nader · Due 2026-06-30

Filiberto NaderJun 30
KYC UpdateComplianceurgent

Elbert Medhurst · Due 2026-06-30

Elbert MedhurstJun 30
Suitability ReviewComplianceurgent

Marguerite Considine · Due 2026-07-01

Marguerite ConsidineJul 1
Suitability ReviewComplianceurgent

Bradford Buckridge · Due 2026-07-03

Bradford BuckridgeJul 3
Form CRS DeliveryComplianceurgent

Mae Bartell · Due 2026-07-03

Mae BartellJul 3
Form CRS DeliveryComplianceurgent

Valerie Keebler · Due 2026-07-03

Valerie KeeblerJul 3
KYC UpdateComplianceurgent

Antonietta Jacobson · Due 2026-07-03

Antonietta JacobsonJul 3
Beneficiary ReviewComplianceurgent

Mae Bartell · Due 2026-07-04

Mae BartellJul 4
Form CRS DeliveryComplianceurgent

Anna Beahan · Due 2026-07-04

Anna BeahanJul 4
KYC UpdateComplianceurgent

Brandy Kiehn · Due 2026-07-06

Brandy KiehnJul 6
Beneficiary ReviewComplianceurgent

Edwina Schaden · Due 2026-07-07

Edwina SchadenJul 7
Beneficiary ReviewComplianceurgent

Nathaniel Smith · Due 2026-07-11

Nathaniel SmithJul 11
ADV DeliveryComplianceurgent

Josephine Legros · Due 2026-07-18

Josephine LegrosJul 18
Annual ReviewComplianceurgent

Anna Beahan · Due 2026-07-18

Anna BeahanJul 18
KYC UpdateComplianceurgent

Cleta Kunde · Due 2026-07-19

Cleta KundeJul 19
KYC UpdateComplianceurgent

Margie Sauer · Due 2026-07-19

Margie SauerJul 19
Beneficiary ReviewComplianceurgent

Margie Sauer · Due 2026-07-19

Margie SauerJul 19
Complete compliance trainingTaskurgent

Client #015 · in-progress

Jul 20
Send monthly performance reportTaskurgent

in-progress

Jul 20
Form CRS DeliveryComplianceurgent

Joseph Kuhlman · Due 2026-07-20

Joseph KuhlmanJul 20
Send estate planning referralTaskurgent

Client #010 · blocked

Jul 22
Form CRS DeliveryCompliance

Chyna Klein · Due 2026-07-24

Chyna KleinJul 24
Beneficiary ReviewCompliance

Adrienne Leuschke · Due 2026-07-24

Adrienne LeuschkeJul 24
Beneficiary ReviewCompliance

Marcia Feest · Due 2026-07-25

Marcia FeestJul 25
ADV DeliveryCompliance

Margie Sauer · Due 2026-07-25

Margie SauerJul 25
Annual ReviewCompliance

Della Parisian · Due 2026-07-27

Della ParisianJul 27
Suitability ReviewCompliance

Earline Satterfield · Due 2026-07-28

Earline SatterfieldJul 28
ADV DeliveryCompliance

Brandy Kiehn · Due 2026-07-28

Brandy KiehnJul 28
Conduct financial plan updateTaskurgent

Client #012 · todo

Jul 29
Suitability ReviewCompliance

Keaton Osinski · Due 2026-07-29

Keaton OsinskiJul 29
Annual ReviewCompliance

Shaun Mante · Due 2026-07-30

Shaun ManteJul 30
KYC UpdateCompliance

Ethel Hintz · Due 2026-07-31

Ethel HintzJul 31
Annual ReviewCompliance

Earline Satterfield · Due 2026-07-31

Earline SatterfieldJul 31
KYC UpdateCompliance

Earline Satterfield · Due 2026-07-31

Earline SatterfieldJul 31
Schedule quarterly review meetingTask

Client #002 · todo

Aug 2
ADV DeliveryCompliance

Mae Bartell · Due 2026-08-04

Mae BartellAug 4
Suitability ReviewCompliance

Hassan Conroy-Pacocha · Due 2026-08-04

Hassan Conroy-PacochaAug 4
ADV DeliveryCompliance

Valerie Keebler · Due 2026-08-05

Valerie KeeblerAug 5
Beneficiary ReviewCompliance

Karen Baumbach · Due 2026-08-06

Karen BaumbachAug 6
ADV DeliveryCompliance

Elbert Medhurst · Due 2026-08-10

Elbert MedhurstAug 10
Prepare tax-loss harvesting reportTask

Client #007 · in-progress

Aug 11
Beneficiary ReviewCompliance

Cleta Kunde · Due 2026-08-13

Cleta KundeAug 13
Complete KYC documentationTask

in-progress

Aug 15
Review beneficiary designationsTaskurgent

Client #006 · in-progress

Aug 17
Onboard new clientTask

Client #014 · todo

Aug 17
Annual ReviewCompliance

Karen Baumbach · Due 2026-08-17

Karen BaumbachAug 17
ADV DeliveryCompliance

Edwina Schaden · Due 2026-08-17

Edwina SchadenAug 17
Suitability ReviewCompliance

Chyna Klein · Due 2026-08-18

Chyna KleinAug 18
Suitability ReviewCompliance

Filiberto Nader · Due 2026-08-18

Filiberto NaderAug 18
Annual ReviewCompliance

Jaleel Abernathy · Due 2026-08-19

Jaleel AbernathyAug 19
Annual ReviewCompliance

Marcia Feest · Due 2026-08-20

Marcia FeestAug 20
Process withdrawal requestTask

todo

Aug 25
Review annual portfolio allocationTask

todo

Aug 27
Update risk assessment questionnaireTask

Client #003 · todo

Sep 8
Review life insurance coverageTask

Client #011 · todo

Sep 13
Send rebalancing proposalTask

Client #004 · todo

Sep 14
Review 401k rollover optionsTask

Client #016 · in-progress

Sep 15