Recommendation Dashboard
Drafts
3
| Recommendation Name | Household | Advisor | Created | Last Modified | Status | Actions | |
|---|---|---|---|---|---|---|---|
Q3 Retirement Update | John Advisor | 2024-07-28 | 2024-08-01 | Draft | |||
New Term Life Insurance | John Advisor | N/A | N/A | Draft |
Pending & In-flight
3
| Recommendation Name | Household | Advisor | Submitted | ETA | Status | Actions | |
|---|---|---|---|---|---|---|---|
IRA Contribution & Rebalance | Jane Smith | 2024-07-30 | 2024-08-05 | Under Review | |||
Initial Investment Plan | Alex Johnson | 2024-07-25 | 2024-07-28 | NIGO |
Approved & Implemented
3
| Recommendation Name | Household | Advisor | Submitted | Approved | Status | Actions | |
|---|---|---|---|---|---|---|---|
401k Rollover | John Advisor | 2024-07-15 | 2024-07-20 | Approved | |||
College Savings Plan | Jane Smith | 2024-06-10 | 2024-06-15 | Implemented |