CRM — Relationships — Fintech Copilot

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Today
CRM
Clients
Practice
Planning
Estate

Relationship Map

5 households

12 total members·$17.3M combined AUM

Anderson Family

$4.3M

3 members

RA

Robert Anderson

head$2.8M

CA

Carol Anderson

spouse$1.2M

TA

Tyler Anderson

dependent$250K

Johnson-Smith Household

$2.1M

2 members

MJ

Marcus Johnson

head$1.4M

DS

Diana Smith

spouse$700K

Chen Trust

$8.5M

3 members

VC

Victor Chen

head$5.0M

LC

Linda Chen

spouse$2.5M

FN

First National Trust

trustee$1.0M

Martinez Family

$890K

2 members

CM

Carlos Martinez

head$600K

SM

Sofia Martinez

spouse$290K

Williams Group

$1.6M

2 members

JW

James Williams

head$1.1M

RW

Rachel Williams

spouse$500K

CRM — Relationships — Fintech Copilot