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Fintech Copilotv4.0.0

Branch Desktop

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© 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

Wednesday, July 22, 2026

Good morning, John.

9 items need attention before your first meeting.

0

Resolved today

9

Outstanding

2

Tasks due today

  • TaskBlockedUrgent

    Follow up on outstanding client signature

    Due in 1 dayClient has not returned signed account amendment form sent 12 days ago. Send fol
  • TaskBlockedUrgent

    Follow up on outstanding client signature

    Due in 22 daysClient has not returned signed account amendment form sent 12 days ago. Send fol
  • TaskBlockedHigh

    Send estate planning referral

    Due todayClient flagged need for updated will and trust review. Draft referral letter to
  • TaskBlockedHigh

    Send estate planning referral

    Due in 15 daysClient flagged need for updated will and trust review. Draft referral letter to
  • TaskBlockedHigh

    Send estate planning referral

    Due in 46 daysClient flagged need for updated will and trust review. Draft referral letter to
  • TaskBlocked

    Analyze Roth conversion opportunity

    Due in 31 daysClient in lower income year due to sabbatical. Calculate optimal Roth conversion
  • Task

    Schedule quarterly review meeting

    Due todayReach out to client to book the Q2 review. Confirm preferred date and send calen
  • TaskBlocked

    Analyze Roth conversion opportunity

    15 days overdueClient in lower income year due to sabbatical. Calculate optimal Roth conversion
  • TaskBlocked

    Analyze Roth conversion opportunity

    5 days overdueClient in lower income year due to sabbatical. Calculate optimal Roth conversion
  • Meeting

    Annual Review — Sharon Bergnaum

    Video call · Year-end summary, tax planning, goal alignment · 9:00 AM · 60 min
  • Meeting

    Estate Planning Review — Luke Schaefer

    In-person · Trust updates, beneficiary review, succession · 11:30 AM · 75 min
  • Meeting

    Retirement Planning — Sheldon Larson

    Video call · RMD strategy, Social Security timing, drawdown · 2:00 PM · 45 min

Clients Needing Action

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Clients Needing Action

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Friday, Jul 24

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Jul 2026
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Today

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Clients Needing Action

By open items

Schedule

Full view
Jul 2026
Su
Mo
Tu
We
Th
Fr
Sa

Today

Tomorrow

Friday, Jul 24

3 meetings today — first at 9:00 AM.