Friday, May 8, 2026
5 items need your attention before the day begins.
3
Resolved today
5
Outstanding
8
Upcoming
Annual review due — Margaret Chen
Review period closed 3 days ago. Compliance flag active.
3 days overdue
Form ADV delivery — Robert Kim
Required delivery window lapsed. Action needed before EOD.
5 days overdue
Risk assessment expired — James Wu
Last assessment on file is 13 months old. Renewal required.
Expired last month
Portfolio rebalancing proposal — Anderson Household
Awaiting client signature. $2.4M in proposed changes.
Sent 9 days ago
Roth conversion analysis — Patricia Williams
No response to proposal. Tax window closes in 26 days.
Sent 6 days ago
Quarterly Review — David & Susan Park
Video call · Allocation drift, RMD distribution plan
10:00 AM · 60 min
New Client Onboarding — Elena Vasquez
In-person · Goals intake, risk questionnaire, account setup
1:30 PM · 90 min
Portfolio Check-In — Thomas Okafor
Phone call · Recent market volatility, rebalancing options
3:45 PM · 30 min
Robert Kim
Form ADV delivery window has lapsed — regulatory action risk
5 days overdue · File by end of business today
Margaret Chen
Annual review flagged by compliance — 3 days past deadline
Compliance team notified · Needs sign-off today
Anderson Household
Proposal awaiting signature · $2.4M pending — 9 days no response
Send follow-up or schedule a call to unblock
Patricia Williams
Roth conversion tax window closes in 26 days — no decision yet
Analysis delivered 6 days ago · No client response
James Wu
Risk assessment expired — renewal required before next meeting
13 months since last assessment · Next meeting in 4 days
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