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

Today's list

Capped at 12. One decision per row, ranked by materiality times the weight you give each kind of signal.

Ranking · ran day 0, 06:45

I ranked 11 opportunities for Margaret Ellison and kept the top 11, capped at 12 by your preferences. 4 meetings today and 47 alerts overnight. First: Sold a property for $4.1M. Money not yet on the platform for Renner.

Why this client, cited

The score is materiality times your weight for the kind of signal, shown on each row; a model never ranks. Tune the weights below. Dismissing with a reason feeds the learning loop.

4 meetings47 alerts overnight11 on your list

9:30 Renner quarterly call 11:00 Referral intro 2:00 Alcott annual review 4:30 Team huddle

Margaret Ellison: Senior advisor, founder and executive practice, New York. About $820M across 183 households; four relationships above $50M.

Personalized: list of 12 (Firm default); signal weights (Firm default). Tune the ranking · Settings · Suggestions

Ranking · tuned for Margaret Ellison

I score each item as its materiality (0 to 100, from the agent that raised it) times the weight you give its kind of signal, then keep the top 12. Weights now: firm default. Move one and the list below re-ranks.

Outside event1.00Life event1.00Over a limit0.95Plan or service0.85Market view0.70Items on today's list12

Nothing tuned yet. The firm's bounds are 0.3 to 1 for a weight and 5 to 20 items.

Deterministic: the weights are yours, the arithmetic is code, and a model never reorders the list. The ranking only orders what you see; it never changes which options pass a household's rules. Kept in this browser for each advisor until you reset it; in production it is a versioned write to your profile.

#	Score	Trigger	Household	Why this household, why today	Decide
#1	Score92 92 × 1.00	Outside event seen day 3 of the feed	Renner $50M+ Call, 23 days ago	Sold a property for $4.1M. Money not yet on the platform Outside event: Property sale recorded, day 3, $4.1M Client: Renner household Goal: Liquidity funded 0 of 36 target months Holding: Single-name position at 71% of investable assets Client rule: Concentration policy threshold 25% Evidence	Propose action
#2	Score83.6 88 × 0.95	Over a limit seen day 1 of the feed	Renner $50M+ Call, 23 days ago	71% of wealth in one stock; the family's rule is 25% Limit: Concentration breach, 71% against 25% Client: Renner household Holding: Founder single-name position, $44.3M Client rule: No short-term gains realised Evidence	Propose action
#3	Score77 81 × 0.95	Over a limit seen day 2 of the feed	Alcott $5M+ Meeting, 120 days ago	Cash covers 11 of 36 months as required withdrawals start Limit: Liquidity strategy underfunded Client: Alcott household Goal: Liquidity funded 11 of 36 target months Evidence	Propose action
#4	Score76 76 × 1.00	Outside event seen day 5 of the feed	Thornbury $5M+ Call, 14 days ago	The family company raised a late-stage funding round Outside event: Late-stage funding round recorded, day 5 Client: Thornbury household Holding: Operating business stake, 77% of assets, illiquid Goal: Legacy funded 0 of $4.0M Evidence	Review task, no product action
#5	Score75.1 79 × 0.95	Over a limit seen day 4 of the feed	Thornbury $5M+ Call, 14 days ago	$1.2M capital call due in 60 days Limit: Large expected cash-flow event, $1.2M Client: Thornbury household Goal: Liquidity funded 6 of 24 target months Evidence	Propose action
#6	Score70.3 74 × 0.95	Over a limit seen day 1 of the feed	Abernathy $5M+ Meeting, 200 days ago	38% of wealth in one inherited stock; the family's rule is 30% Limit: Concentration 38% against 30%, up from 31% in 90 days Client: Abernathy household Holding: Inherited utility holding, $7.41M, all long-term lots Client rule: Family rule: at most 30% in one name Evidence	Propose action
#7	Score70 70 × 1.00	Life event seen day 6 of the feed	Okafor-Lind $5M+ Meeting, 60 days ago	A beneficiary turns 25; a trust payout rule starts Life event: Beneficiary reaches age 25 Client: Okafor-Lind trust Goal: Legacy funded $18.0M of $20.0M Evidence	Review task, no product action
#8	Score60.8 64 × 0.95	Over a limit seen day 7 of the feed	Alcott $5M+ Meeting, 120 days ago	$200K municipal bond matures in 30 days Limit: Upcoming maturity, $200K in 30 days Client: Alcott household Goal: Liquidity funded 11 of 36 target months Evidence	Propose action
#9	Score58 58 × 1.00	Outside event seen day 8 of the feed	Brandvold $5M+ Call, 40 days ago	UK pension found at another firm Outside event: Held-away assets identified Client: Brandvold household Holding: Legacy non-US funds, PFIC exposure Evidence	Review task, no product action
#10	Score46.8 55 × 0.85	Plan or service seen day 9 of the feed	Vasquez-Hale $500K to $5M Email, 21 days ago	401(k) rollover form unsigned for 21 days Service event: Unsigned document, 21 days Client: Vasquez-Hale household Goal: Longevity funded $1.05M of $3.0M Evidence	Review task, no product action
#11	Score34 40 × 0.85	Plan or service seen day 10 of the feed	Okafor-Lind $5M+ Meeting, 60 days ago	Client information due for refresh (two beneficiaries) Service event: KYC refresh due Client: Okafor-Lind trust Evidence	Review task, no product action