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Fintech Copilot
v4.0.0
Branch Desktop
JB
John Balboa
Today
CRM
Clients
Practice
Planning
Estate
CRM
Saved Views
Calendar
Inbox
6
Tasks
4
Communications
Prospects
Proposals
Clients
Compliance
3
Relationships
CRM
Today
CRM
Clients
Practice
Planning
Estate
Tasks
80
64 overdue
New Task
Table
Board
80
List
Timeline
Gallery
All Priorities
To Do
32
Low
Review annual portfolio allocation
2026-06-02
1/3
Medium
Schedule quarterly review meeting
Client #002
tax
2026-05-06
Medium
Update risk assessment questionnaire
Client #003
tax
2026-06-16
High
Send rebalancing proposal
Client #004
urgent
2026-06-22
High
Review life insurance coverage
Client #011
meeting
reporting
2026-06-21
1/2
Urgent
Conduct financial plan update
Client #012
rebalancing
client-action
proposal
2026-05-01
Low
Process withdrawal request
meeting
tax
reporting
2026-05-31
Medium
Onboard new client
Client #014
reporting
operations
2026-05-23
Medium
Schedule annual suitability review
2026-05-05
1/2
High
Prepare RMD calculation and setup
Client #034
2026-05-18
High
Review trust account titling
Client #035
tax
onboarding
reporting
2026-05-06
Urgent
Analyze equity compensation vesting
Client #036
onboarding
tax
followup
2026-06-07
Low
Review annual portfolio allocation
Client #043
compliance
investment
2026-05-17
1/3
Medium
Schedule quarterly review meeting
Client #044
tax
investment
2026-04-24
Medium
Update risk assessment questionnaire
2026-05-02
High
Send rebalancing proposal
Client #056
investment
2026-06-01
High
Review life insurance coverage
onboarding
tax
followup
2026-06-07
1/2
Urgent
Conduct financial plan update
Client #064
compliance
investment
proposal
2026-06-05
Low
Process withdrawal request
Client #065
2026-04-25
Medium
Onboard new client
Client #066
investment
client-action
2026-05-07
Medium
Schedule annual suitability review
Client #082
2026-06-19
1/4
High
Prepare RMD calculation and setup
Client #083
urgent
2026-04-04
High
Review trust account titling
urgent
2026-06-15
Urgent
Analyze equity compensation vesting
Client #085
rebalancing
2026-05-23
Low
Review annual portfolio allocation
2026-05-29
1/3
Medium
Schedule quarterly review meeting
Client #101
tax
review
investment
2026-05-03
Medium
Update risk assessment questionnaire
Client #102
2026-05-08
High
Send rebalancing proposal
Client #103
operations
investment
review
2026-06-04
High
Review life insurance coverage
compliance
operations
2026-04-08
1/2
Urgent
Conduct financial plan update
tax
investment
followup
2026-05-01
Low
Process withdrawal request
estate
proposal
2026-05-26
Medium
Onboard new client
compliance
operations
investment
2026-06-05
In Progress
24
High
Complete KYC documentation
proposal
meeting
2026-05-20
Urgent
Review beneficiary designations
Client #006
rebalancing
compliance
2026-05-22
1/4
Low
Prepare tax-loss harvesting report
Client #007
2026-05-16
Medium
Complete compliance training
Client #015
urgent
reporting
2026-04-22
High
Review 401k rollover options
Client #016
operations
review
onboarding
2026-06-24
1/4
High
Send monthly performance report
operations
2026-04-22
Low
Prepare charitable giving strategy
proposal
2026-06-11
Medium
Process account transfer in-kind
Client #038
client-action
reporting
2026-06-18
1/4
Medium
Review long-term care insurance options
Client #039
followup
investment
onboarding
2026-06-23
High
Complete KYC documentation
Client #057
meeting
2026-04-08
Urgent
Review beneficiary designations
Client #058
onboarding
estate
2026-04-09
1/3
Low
Prepare tax-loss harvesting report
proposal
rebalancing
2026-06-28
Medium
Complete compliance training
proposal
estate
urgent
2026-04-18
High
Review 401k rollover options
Client #068
meeting
proposal
2026-06-14
1/2
High
Send monthly performance report
Client #078
proposal
tax
2026-05-03
Low
Prepare charitable giving strategy
Client #086
compliance
proposal
2026-05-07
Medium
Process account transfer in-kind
Client #087
rebalancing
2026-06-16
1/3
Medium
Review long-term care insurance options
estate
client-action
urgent
2026-04-04
High
Complete KYC documentation
followup
proposal
onboarding
2026-06-02
Urgent
Review beneficiary designations
Client #105
urgent
tax
operations
2026-05-26
1/3
Low
Prepare tax-loss harvesting report
Client #106
review
rebalancing
2026-05-14
Medium
Complete compliance training
onboarding
reporting
2026-05-08
High
Review 401k rollover options
followup
2026-05-04
1/3
High
Send monthly performance report
2026-05-27
Blocked
8
High
Send estate planning referral
Client #010
operations
2026-04-23
Medium
Analyze Roth conversion opportunity
Client #032
2026-05-28
Urgent
Follow up on outstanding client signature
Client #042
2026-04-24
High
Send estate planning referral
Client #062
estate
compliance
2026-05-10
Medium
Analyze Roth conversion opportunity
Client #081
compliance
estate
2026-04-07
Urgent
Follow up on outstanding client signature
Client #099
urgent
review
client-action
2026-05-17
High
Send estate planning referral
compliance
tax
review
2026-06-14
Medium
Analyze Roth conversion opportunity
Client #002
2026-04-18
Done
16
Medium
Follow up on IRA contribution
Client #008
meeting
rebalancing
2026-04-22
Medium
Analyze crypto holdings exposure
urgent
operations
2026-04-13
Urgent
Update investment policy statement
Client #018
2026-06-05
Low
Review Social Security strategy
Client #031
urgent
estate
2026-06-29
High
Conduct stress test on retirement plan
Client #040
2026-06-05
High
Prepare Form ADV delivery acknowledgment
compliance
operations
urgent
2026-06-11
Medium
Follow up on IRA contribution
Client #060
onboarding
tax
2026-04-17
Medium
Analyze crypto holdings exposure
Client #061
meeting
urgent
reporting
2026-04-18
Urgent
Update investment policy statement
Client #079
onboarding
2026-06-14
Low
Review Social Security strategy
2026-05-16
High
Conduct stress test on retirement plan
Client #089
2026-04-17
High
Prepare Form ADV delivery acknowledgment
Client #098
urgent
2026-05-31
Medium
Follow up on IRA contribution
Client #107
2026-06-02
Medium
Analyze crypto holdings exposure
rebalancing
2026-04-13
Urgent
Update investment policy statement
investment
2026-05-09
Low
Review Social Security strategy
Client #001
2026-05-10
CRM — Tasks — Fintech Copilot