Skip to main content
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
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