Total AUM
$284.6M
Revenue YTD
$1.87M
Active Clients
312
Pipeline Value
$41.2M
Revenue vs. Goal — 2026
Monthly
AIOS Intelligence Feed
Live
At-Risk Client — Thompson Family
No contact in 127 days. $2.3M AUM. AIOS flagged 3 unanswered emails. Recommend outreach today.
Now
Roth Conversion Opportunity
14 clients in 22% bracket with large pre-tax balances. Market dip creates conversion window before EOQ.
1h ago
Meeting Prep Ready — Delgado Review
AIOS compiled portfolio summary, goal progress, and 3 talking points for 2PM today. Sent to your inbox.
6h ago
RMD Season — 38 Clients Due
31 completed, 7 not yet initiated. AIOS drafted reminder emails — ready to send on your approval.
Yesterday
Referral Signal — Morales Account
NPS survey noted "told three friends." AIOS queued a thank-you note and referral follow-up sequence.
2d ago
AIOS Operating Metrics
Away-From-Desk Autonomy
6.4h
Per day recovered this week
Tasks Automated
67%
41 of 61 recurring tasks
Revenue Per Employee
$623K
↑ 18% vs. prior year
Upcoming Client Reviews
7 this week
| Client | Date | AUM | Status |
|---|---|---|---|
Carlos & Maria Delgado Retirement planning · 12 yrs |
Today 2PM | $1.84M | Ready |
Jennifer Okafor Estate + wealth transfer · 6 yrs |
Today 4PM | $3.10M | Prep needed |
The Patel Family Trust Multi-gen planning · 9 yrs |
Thu 10AM | $5.62M | Ready |
Robert & Susan Klein Pre-retirement · 4 yrs |
Thu 2PM | $0.97M | Ready |
Alicia Tran Business succession · 3 yrs |
Fri 11AM | $2.23M | Scheduling |
Prospect Pipeline
$41.2M total
Top Near-Close Prospects
William Harrington Referred by R. Klein |
$3.2M | Day 18 |
Sunrise Dental Group 401(k) plan + principals |
$2.8M | Day 24 |
Patricia Nguyen Divorce settlement |
$1.6M | Day 29 |
Team Performance
May MTD
MC
Michael Chen · Owner
Lead Advisor · 127 clients
SR
Sophia Reyes, CFP®
Senior Advisor · 84 clients
TW
Tyler Williams
Associate Advisor · 61 clients
KP
Kamila Park
Client Service · Operations
AUM by Service Model
$284.6M