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Fintech Copilotv4.0.0

Branch Desktop

  • Today
  • CRM
  • Clients
  • Practice
  • Planning
  • Estate

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

Dashboard·For authorized advisor use only.
  • Today
  • CRM
  • Clients
  • Practice
  • Planning
  • Estate

Tuesday, July 7, 2026

Good morning, Advisor.

8 items need attention before your first meeting.

0

Resolved today

8

Outstanding

0

Tasks due today

  • TaskBlockedUrgent

    Follow up on outstanding client signature

    74 days overdueClient has not returned signed account amendment form sent 12 days ago. Send fol
  • TaskBlockedUrgent

    Follow up on outstanding client signature

    51 days overdueClient has not returned signed account amendment form sent 12 days ago. Send fol
  • TaskBlockedHigh

    Send estate planning referral

    75 days overdueClient flagged need for updated will and trust review. Draft referral letter to
  • TaskBlockedHigh

    Send estate planning referral

    58 days overdueClient flagged need for updated will and trust review. Draft referral letter to
  • TaskBlockedHigh

    Send estate planning referral

    23 days overdueClient flagged need for updated will and trust review. Draft referral letter to
  • TaskBlocked

    Analyze Roth conversion opportunity

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

    Analyze Roth conversion opportunity

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

    Analyze Roth conversion opportunity

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

    Portfolio Check-In — Sharon Bergnaum

    Phone call · Recent market volatility, rebalancing options · 9:00 AM · 30 min
  • Meeting

    Annual Review — Vada Sipes

    Video call · Year-end summary, tax planning, goal alignment · 11:30 AM · 60 min
  • Meeting

    Estate Planning Review — Regina Rutherford

    In-person · Trust updates, beneficiary review, succession · 2:00 PM · 75 min

Clients Needing Action

By open items

Clients Needing Action

By open items

Schedule

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Jul 2026
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Today

Tomorrow

Friday, Jul 10

Schedule

Full view
Jul 2026
Su
Mo
Tu
We
Th
Fr
Sa

Today

Tomorrow

Friday, Jul 10

Clients Needing Action

By open items

Schedule

Full view
Jul 2026
Su
Mo
Tu
We
Th
Fr
Sa

Today

Tomorrow

Friday, Jul 10

3 meetings today — first at 9:00 AM.
Today — Fintech Copilot