Good morning, Alex

Friday, July 3, 2026

Full accounts overview
IAMS AI · morning brief

3 accounts drifted past tolerance overnight and 4 signatures are waiting on you — I've queued them at the top of your ticket list.

Total AUM
$482.6M
+2.4% MTD
Accounts
1,284
12 new this month
Households
512
4 pending onboarding
Open tickets
37
6 need your response

Needs attention

4 items
  • 6 accounts have cash to deploy
    $3.2M in aggregate sitting above target cash thresholds.
  • 3 accounts are drifting past tolerance
    Equity allocation exceeds strategy target by more than 5%.
  • 4 documents waiting for your signature
    IMAs and distribution requests pending advisor sign-off.
  • 2 saved applications to resume
    Started onboarding for Peterson and Kaur households.

AUM by Advisor

  • Sarah Chen$142.8M
  • Marcus Patel$118.4M
  • Elena Rivera$94.2M
  • David Okafor$71.6M
  • Priya Kaur$55.6M

AUM by Strategy

  • Core Growth$168.2M
  • Balanced Income$121.7M
  • Tax-Managed Equity$88.4M
  • Fixed Income Ladder$62.9M
  • Alternatives Sleeve$41.4M

Recent activity

  1. Trade executed · Peterson Family Trust
    Rebalanced to Core Growth · $184,200 traded
    12m ago
  2. New ticket · Kaur Household
    Distribution request $25,000 to Chase ***4821
    1h ago
  3. Account funded · Okonkwo Roth IRA
    $45,000 ACAT complete from Fidelity
    3h ago
  4. IMA countersigned · Rivera Holdings LLC
    Ready to move to funding stage
    Yesterday
  5. Ticket resolved · Chen Family
    Beneficiary update completed at custodian
    Yesterday

Quick actions

New accountDistributionTradeStrategiesTicketsNew document