RelayAdvice to action, for advisors

Agent read or preparedYou decide or sendClient said or holds

Tuesday

Advisor12 findings · 24 prepared12 findings

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

Follow-ups

What the team owes after the advice. Relay never sends: the advisor sends approved notes and logs what happened.

Follow-up

I read 0 notes in the review queue, 0 accepted agent actions and 14 tasks on Margaret Ellison's 7 households. 0 approved notes waiting for you to send; 0 accepted actions with an owner; 4 tasks overdue.

How I got there

1. AgentRead the supervision queue for approved notesA note reaches here only after a principal approved it.
2. AgentCollected the actions a person accepted from the agentsEach with the actor who carries it out and its due date.
3. AgentOrdered every open task, overdue firstFrom the tasks on each client file.
4. YouLeft sending and logging to the advisorRelay marks nothing sent; you do, and it records that you said so.

Approved notes waiting for you to send

None yet. Approve a note in the compliance check and it appears here.

Accepted from the agents

Nothing accepted yet. Each finding on Supervision carries the actions its agent prepared; accepting one puts it here.

Tasks, overdue first

Task	Client	Owner	Due
TeamSchedule the overdue annual review	Abernathy family Margaret Ellison, New York	Client service associate	30 days overdue
TeamUpdate beneficiary forms	Alcott family Margaret Ellison, New York	Client service associate	3 days overdue
YouFollow up on the rollover signature	D. Vasquez-Hale Margaret Ellison, New York	Advisor	2 days overdue
TeamRefresh client information for two beneficiaries	Okafor-Lind family Margaret Ellison, New York	Client service associate	1 days overdue
YouConfirm this year's withdrawal amount	Alcott family Margaret Ellison, New York	Advisor	due today
YouIntroduce estate attorney for the grandchildren's trust	Renner family Margaret Ellison, New York	Advisor	due in 5 days
TeamMap deferred compensation vesting dates	E. Brandvold Margaret Ellison, New York	Junior advisor	due in 7 days
TeamPrepare the staged-sale illustration for the utility holding	Abernathy family Margaret Ellison, New York	Wealth strategist	due in 10 days
TeamCross-border tax review of legacy UK funds	E. Brandvold Margaret Ellison, New York	Wealth strategist	due in 10 days
YouInvite both beneficiaries to a next-generation session	Okafor-Lind family Margaret Ellison, New York	Advisor	due in 14 days
TeamModel the sale scenario for retirement	Thornbury family Margaret Ellison, New York	Wealth strategist	due in 14 days
TeamReview the stock trading plan before next quarter	Renner family Margaret Ellison, New York	Wealth strategist	due in 20 days
YouSuccession planning with the estate attorney	Thornbury family Margaret Ellison, New York	Advisor	due in 21 days
YouFirst annual plan review	D. Vasquez-Hale Margaret Ellison, New York	Advisor	due in 30 days

Activity logged this session

Nothing logged yet.

In production this writes to the CRM (PRD FR-19). Here it lasts for the session.