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

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Unified Inbox

67 items
Suitability ReviewComplianceurgent

Doug Herzog · Due 2026-04-06

Doug HerzogApr 6
Annual ReviewComplianceurgent

Adrienne Leuschke · Due 2026-04-06

Adrienne LeuschkeApr 6
KYC UpdateComplianceurgent

Doug Herzog · Due 2026-04-07

Doug HerzogApr 7
Form CRS DeliveryComplianceurgent

Bradford Buckridge · Due 2026-04-08

Bradford BuckridgeApr 8
ADV DeliveryComplianceurgent

Chyna Klein · Due 2026-04-08

Chyna KleinApr 8
Beneficiary ReviewComplianceurgent

Araceli Bartell · Due 2026-04-09

Araceli BartellApr 9
Suitability ReviewComplianceurgent

Maggie Wolff · Due 2026-04-10

Maggie WolffApr 10
Suitability ReviewComplianceurgent

Jaleel Abernathy · Due 2026-04-11

Jaleel AbernathyApr 11
Annual ReviewComplianceurgent

Antonietta Jacobson · Due 2026-04-13

Antonietta JacobsonApr 13
KYC UpdateComplianceurgent

Adrienne Leuschke · Due 2026-04-13

Adrienne LeuschkeApr 13
Annual ReviewComplianceurgent

Filiberto Nader · Due 2026-04-14

Filiberto NaderApr 14
KYC UpdateComplianceurgent

Elbert Medhurst · Due 2026-04-14

Elbert MedhurstApr 14
Suitability ReviewComplianceurgent

Marguerite Considine · Due 2026-04-15

Marguerite ConsidineApr 15
Suitability ReviewComplianceurgent

Bradford Buckridge · Due 2026-04-17

Bradford BuckridgeApr 17
Form CRS DeliveryComplianceurgent

Mae Bartell · Due 2026-04-17

Mae BartellApr 17
Form CRS DeliveryComplianceurgent

Valerie Keebler · Due 2026-04-17

Valerie KeeblerApr 17
KYC UpdateComplianceurgent

Antonietta Jacobson · Due 2026-04-17

Antonietta JacobsonApr 17
Beneficiary ReviewComplianceurgent

Mae Bartell · Due 2026-04-18

Mae BartellApr 18
Form CRS DeliveryComplianceurgent

Anna Beahan · Due 2026-04-18

Anna BeahanApr 18
KYC UpdateComplianceurgent

Brandy Kiehn · Due 2026-04-20

Brandy KiehnApr 20
Beneficiary ReviewComplianceurgent

Edwina Schaden · Due 2026-04-21

Edwina SchadenApr 21
Complete compliance trainingTaskurgent

Client #015 · in-progress

Apr 22
Send monthly performance reportTaskurgent

in-progress

Apr 22
Send estate planning referralTaskurgent

Client #010 · blocked

Apr 23
Beneficiary ReviewComplianceurgent

Nathaniel Smith · Due 2026-04-25

Nathaniel SmithApr 25
Conduct financial plan updateTaskurgent

Client #012 · todo

May 1
ADV DeliveryComplianceurgent

Josephine Legros · Due 2026-05-02

Josephine LegrosMay 2
Annual ReviewComplianceurgent

Anna Beahan · Due 2026-05-02

Anna BeahanMay 2
KYC UpdateComplianceurgent

Cleta Kunde · Due 2026-05-03

Cleta KundeMay 3
KYC UpdateComplianceurgent

Margie Sauer · Due 2026-05-03

Margie SauerMay 3
Beneficiary ReviewComplianceurgent

Margie Sauer · Due 2026-05-03

Margie SauerMay 3
Form CRS DeliveryComplianceurgent

Joseph Kuhlman · Due 2026-05-04

Joseph KuhlmanMay 4
Schedule quarterly review meetingTaskurgent

Client #002 · todo

May 6
Form CRS DeliveryCompliance

Chyna Klein · Due 2026-05-08

Chyna KleinMay 8
Beneficiary ReviewCompliance

Adrienne Leuschke · Due 2026-05-08

Adrienne LeuschkeMay 8
Beneficiary ReviewCompliance

Marcia Feest · Due 2026-05-09

Marcia FeestMay 9
ADV DeliveryCompliance

Margie Sauer · Due 2026-05-09

Margie SauerMay 9
Annual ReviewCompliance

Della Parisian · Due 2026-05-11

Della ParisianMay 11
Suitability ReviewCompliance

Earline Satterfield · Due 2026-05-12

Earline SatterfieldMay 12
ADV DeliveryCompliance

Brandy Kiehn · Due 2026-05-12

Brandy KiehnMay 12
Suitability ReviewCompliance

Keaton Osinski · Due 2026-05-13

Keaton OsinskiMay 13
Annual ReviewCompliance

Shaun Mante · Due 2026-05-14

Shaun ManteMay 14
KYC UpdateCompliance

Ethel Hintz · Due 2026-05-15

Ethel HintzMay 15
Annual ReviewCompliance

Earline Satterfield · Due 2026-05-15

Earline SatterfieldMay 15
KYC UpdateCompliance

Earline Satterfield · Due 2026-05-15

Earline SatterfieldMay 15
Prepare tax-loss harvesting reportTaskurgent

Client #007 · in-progress

May 16
ADV DeliveryCompliance

Mae Bartell · Due 2026-05-19

Mae BartellMay 19
Suitability ReviewCompliance

Hassan Conroy-Pacocha · Due 2026-05-19

Hassan Conroy-PacochaMay 19
Complete KYC documentationTaskurgent

in-progress

May 20
ADV DeliveryCompliance

Valerie Keebler · Due 2026-05-20

Valerie KeeblerMay 20
Beneficiary ReviewCompliance

Karen Baumbach · Due 2026-05-21

Karen BaumbachMay 21
Review beneficiary designationsTaskurgent

Client #006 · in-progress

May 22
Onboard new clientTaskurgent

Client #014 · todo

May 23
ADV DeliveryCompliance

Elbert Medhurst · Due 2026-05-25

Elbert MedhurstMay 25
Beneficiary ReviewCompliance

Cleta Kunde · Due 2026-05-28

Cleta KundeMay 28
Process withdrawal requestTaskurgent

todo

May 31
Annual ReviewCompliance

Karen Baumbach · Due 2026-06-01

Karen BaumbachJun 1
ADV DeliveryCompliance

Edwina Schaden · Due 2026-06-01

Edwina SchadenJun 1
Review annual portfolio allocationTaskurgent

todo

Jun 2
Suitability ReviewCompliance

Chyna Klein · Due 2026-06-02

Chyna KleinJun 2
Suitability ReviewCompliance

Filiberto Nader · Due 2026-06-02

Filiberto NaderJun 2
Annual ReviewCompliance

Jaleel Abernathy · Due 2026-06-03

Jaleel AbernathyJun 3
Annual ReviewCompliance

Marcia Feest · Due 2026-06-04

Marcia FeestJun 4
Update risk assessment questionnaireTaskurgent

Client #003 · todo

Jun 16
Review life insurance coverageTaskurgent

Client #011 · todo

Jun 21
Send rebalancing proposalTaskurgent

Client #004 · todo

Jun 22
Review 401k rollover optionsTaskurgent

Client #016 · in-progress

Jun 24
CRM — Unified Inbox — Fintech Copilot