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Margaret Ellison, advisor (synthetic persona)Senior advisor, founder and executive practice, New YorkAbout $820M across 183 households; four relationships above $50M; 7 of those households are in this prototypeWho's who

Households

The book as the agents read it. Connect your own list; ask for a dossier on any household.

Agent read or preparedYou decide or sendClient said or holds

Book · ran day 0, 06:30

I read Margaret Ellison's 7 households. 2 have not been spoken to in 90 days. 11 forms are open and 9 public-record items are on file, unverified until you confirm them. Ask me to research any household and I read the file, the CRM, every captured message, the firm's documents and the public record, and draft the note you file.

What connecting does, and what the dossier reads
A .csv or .xlsx of households is read in this browser and every row is held to the shipped validator; nothing is uploaded, because there is nowhere to upload to. A dossier reads the client file, the CRM copies in it, every captured message on a connected source, the firm's documents through the same retrieval the evidence layer uses, and the public record. The public record is shipped as data here and would be a read-only search connector in production; the agent never treats it as fact.

Margaret Ellison's households (7 in this prototype of 183)

  • Alcott

    Retired couple in drawdown · 2 people · $5M+

    $8.4Massets

    Cash cushion
    11 of 36 months
    Last contact
    120 days ago, Meeting
    Open work
    2 flagged, 2 forms (1 escalated), 1 request
    • Cash covers 11 of the 36 months the family set.
    • Not spoken to in 120 days.
    • 1 form escalated.
    • 1 compliance finding open.
    Open the review packBriefingOptionsWhy flagged
  • Renner

    Pre-liquidity founder · 2 people · $50M+

    $62.4Massets

    Cash cushion
    0 of 36 months
    Last contact
    23 days ago, Call
    Open work
    2 flagged, 1 form, 1 request
    • Cash covers 0 of the 36 months the family set.
    • 2 compliance findings open.
    • The public record shows something not on file.
    Open the review packBriefingOptionsWhy flagged
  • Abernathy

    Inherited concentration in retirement · 2 people · $5M+

    $19.5Massets

    Cash cushion
    42 of 36 months
    Last contact
    200 days ago, Meeting
    Open work
    1 flagged, 1 form (1 escalated)
    Today
    No meeting
    • Not spoken to in 200 days.
    • 1 form escalated.
    • 3 compliance findings open.
    Plan the check-inBriefingOptionsWhy flagged
  • Brandvold

    Cross-border executive · 1 person · $5M+

    $14.2Massets

    Cash cushion
    18 of 24 months
    Last contact
    40 days ago, Call
    Open work
    1 flagged, 2 forms (1 escalated), 1 request
    Today
    No meeting
    • 1 form escalated.
    • Cash covers 18 of the 24 months the family set.
    • The public record shows something not on file.
    Chase the formsBriefingWhy flagged
  • Thornbury

    Business owner · 2 people · $5M+

    $23.1Massets

    Cash cushion
    6 of 24 months
    Last contact
    14 days ago, Call
    Open work
    2 flagged, 1 form, 1 request
    Today
    No meeting
    • Cash covers 6 of the 24 months the family set.
    • 2 compliance findings open.
    See the optionsBriefingWhy flagged
  • Vasquez-Hale

    Core affluent accumulator · 1 person · $500K to $5M

    $1.2Massets

    Cash cushion
    8 of 12 months
    Last contact
    21 days ago, Email
    Open work
    1 flagged, 2 forms (1 escalated), 1 request
    Today
    No meeting
    • 1 form escalated.
    • Cash covers 8 of the 12 months the family set.
    Chase the formsBriefingWhy flagged
  • Okafor-Lind

    Multigenerational family trust · 3 people · $5M+

    $31.6Massets

    Cash cushion
    60 of 24 months
    Last contact
    60 days ago, Meeting
    Open work
    2 flagged, 2 forms, 1 request
    Today
    No meeting
    • 1 compliance finding open.
    • The public record shows something not on file.
    Open householdBriefingWhy flagged

The featured household for the demo is Renner.