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Review Desk

Today's queue, restrictions, and review pressure.

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Review Desk Choose a household to begin review.
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Household Review

A light household snapshot first, then planning inputs, account detail, and notes/history.

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Cross-Source Market Overview

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Equities Waiting The newest MRB report will add an equities read here once a stored summary is available.
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Portfolio Message Waiting The newest MRB report will surface the portfolio message here once a stored summary is available.

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Most Recent TradeBook PDF

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Extracted MRB PDFs

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Selected MRB PDF Choose a report
Click an extracted MRB PDF on the left to open its summary, PDF link, account impact view, and email preview here.
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Research Library

Search Results & Full Feed

Detailed Breakdown

Choose a report

Select a card to open the full AI breakdown.
Select an MRB article to open its detailed AI breakdown.

Authenticated Diagnostics

MRB Diagnostics & Maintenance

Admin Only
Open Admin Diagnostics Collapsed by default
Live Runtime Check Inspect MRB route failures
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Run the live runtime check to inspect the real Azure-side errors for the MRB inbox and opportunities routes.
Blob Drift Repair Repair parent blob metadata
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Run a dry run first to inspect Azure-verified blob drift repairs before write mode is enabled.
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Select a PDF to upload into Azure Blob under the manual MRB path.
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JPM

Latest Public Insight

JPM

Featured Sections

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Market Commentary

BlackRock

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BlackRock

Featured Sections

BlackRock

Publications Feed

Vanguard

Latest Public Insight

Vanguard

Featured Sections

Vanguard

Article Feed

Melissa SEO OS

SEO Command Center

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Inventory Sync Unified content inventory WordPress, ClickUp, and Search Console will merge here into one operating view.
Command Layer Human Publish Control Melidomination recommends what to refresh, map, and optimize. Humans stay in charge of final publishing.
Writes only safe recommendation fields like cluster, page type, keyword targeting, metadata, links, and SEO Opportunity Score. Skips Ideas and New Blogs. Builds pre-write briefs for upcoming NEW BLOGS tasks and fills the planning fields Dion needs.
Current Focus Waiting on the first inventory pull. Once loaded, this space will surface the highest-leverage pages and content gaps.

Urgent Queue

Priority Queue

Work Lanes

Next Actions

Refresh First Search Quick Wins
Workflow Gaps Mapping Cleanup
Metadata Cleanup Audit Queue

Cluster Health

Coverage Snapshot

Cluster Coverage Search Risk

Asset Inventory

Top Inventory Rows

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Asset Cluster Search Opportunity Recommendation

Model Targets And Tilt Engine

Set the core allocation models, define sleeve percentages, choose the approved funds for each sleeve, and keep the target engine ready for downstream client pushes.

Last Push: Not pushed yet

Model Core

Base Models

Base Model Notes

Capture why the top-level mix changed, what planning view drove it, or what should be true before this becomes the new standard target.

Model Structure

Sleeve Allocation By Model

Equity Sleeves

These should sum to 100% of the equity sleeve for each model.

Sleeve Growth Balanced Stability
Equity Sleeve Total Growth 100% | Balanced 100% | Stability 100%

Fixed Income Sleeves

These should sum to 100% of the fixed income sleeve for each model.

Sleeve Growth Balanced Stability
Fixed Income Sleeve Total Growth 100% | Balanced 100% | Stability 100%

Sleeve Allocation Notes

Use this for comments about changes to small cap, mid cap, foreign developed, emerging markets, or bond sleeve weightings.

Adjustments

Tilt Rules

Tilt Rule Notes

Document when a tilt rule changes, what triggered it, and how aggressively it should move the base model.

Approved Lineup

Sleeve Fund Lineup

Sleeve Implementation Passive Active Passive % Active % Notes

Fund Lineup Notes

Track why a sleeve fund changed, whether the update is temporary, and any due diligence or approval notes tied to the lineup.

Save Model Changes updates the models, sleeves, tilts, approved fund lineup, and section notes. Publish Targets is the separate step that would push those approved model updates into client target assignments.

No model changes have been saved in this browser yet.

Household Snapshot

Household Name

Advisor household snapshot

Needs Review
Household Members -
Advisor Lead -
Life Stage -
Relationship Start -
Preferred Communication -
Custodians
Important Dates
Household Tags
Planning Focus Areas
Relationship Flags
Details
Household ID -
Relationship Start -
Data Refreshed -
Latest Holdings Snapshot -
Latest Activity -
Review Flags

Last Meeting

What matters from the last conversation

Recap

No saved meeting recap yet.

Follow-Up
Meeting details
Topics Reviewed
Concerns
Decisions

Relationship Insights

What helps this relationship

Action Center

What Needs Attention

Advisor Tasks
Waiting On Client
Upcoming Reviews

Planning Opportunities

Current planning prompts

Communication

Recent activity and reminders

Recent Activity
Outreach
Themes

Planning At-A-Glance

Household Planning Overview

Primary Objective Balanced growth
Time Horizon Long term
Tax Sensitivity Moderate
Planning Inputs 0 of 0
Accounts In Review 0 of 0
Annual Cash Need $0.00
Monthly Distributions $0.00
RMD Awareness None flagged
Advisor Flags None flagged
Household Members
Linked Custodians
HH

Account Planning Workspace

Set goals, cash direction, and tilts for each account in the selected household.

Accounts 0
Each account gets its own planning card. Enter distributions, implementation inputs, model choice, tilts, custom targets, and account notes here, then save the household review notes separately in the Review Notes tab.
Account planning inputs have not been saved yet.

Meeting Intake

Meeting Notes Workspace

Paste a transcript, generate a draft, and apply only the suggested review or planning updates you want. The raw transcript is processed for this draft only and is not saved to household history.
Draft Status No draft yet
Summary Ready 0 sections
Suggested Updates 0 fields
Apply Reminder Approve first
No transcript draft has been generated yet.

Transcript Import

Generate Meeting Draft

Paste a transcript, generate a draft, then approve what should flow into review controls or planning inputs.

AI Draft

Meeting Summary & Suggested Updates

No meeting draft is loaded yet.
Suggested review and planning updates will appear here after you generate a draft.
Apply and Save will persist approved review notes and account input changes from this workspace.

Household Portfolio Review

Accounts Snapshot

Snapshot not loaded Activity not loaded

Allocation Breakdown

Household Sleeve View

Year Comparison

Current Year Versus Comparison Year

Account Deep Dive

Individual Account Cards

Provability

Recent Account Transactions

Trade Date Account Category Type Symbol Amount Description Source Doc

Household Trade Workspace

Trade Recommendations

Target vs Current

Household Drift Summary

Current Mix

Target Mix

Drift Gap

Account Trade Cards

Advisor Trade Notes

Trade notes have not been saved yet.

Household Tax Planning

Tax Planning + Harvesting

Planning signals only

Tax Intake

Household Tax Setup

Client Card

Client And Spouse

Members

Other Household Members

Business Flow

Related Business Interests

Review Workspace

Tax Planning Review Workspace

Holdings, lots, budgets, and income mix.

Decision support, not tax software

Review Pane

Investment Income Breakdown

Feeds MAGI and NIIT review
Source Taxable Interest Ordinary Dividends Qualified Dividends Projected Gain Distributions Current Review Note

Review Pane

Account Holdings And Tax Lots

Lot-level sale review
Holding / Lot Account Shares Market Value Cost Basis Unrealized Gain Character Holding Period Review Use

Trade Check

Proposed Sale Review

Advisor review recommended
Proposed Sale Estimated Gain Budget Before Budget After Flags Suggested Review Message

Per Account

Account Tax Trade Cards

Recommendations

Tax Recommendations

Action Trade / Move Estimated Tax Effect Account Reason Accept

Generated Tax Action List

Recommended Actions To Review

Accepted tax rows will generate a review list here.

Add Note

Notes and Change Log

Add notes here to build the household history.

History

Recent Changes

Current Held Securities

0 holdings
Holding Style Current Price Yield 3 Month Return YTD Return Fees
This page should stay list-driven and simple. News, exposure detail, and deeper context can live on the symbol drill-down page.
Selected Security Security Name Style | Symbol
Current Price $0.00 Latest value as of -
Market Value $0 Total across current held accounts
Households 0 Linked household count
Headlines 0 Current news tied to symbol

Security Snapshot

Security Name

Held
Symbol -
Asset Class -
Category -
Fees -

Current News

Headline Monitor

0 headlines

Exposure

Accounts

Account Shares Market Value % of Account

Data Intake & Validation Desk

Validations

Current Exceptions

Validation Review

Selected Exception Queue

Choose an exception

Input

Register Incoming Files

Awaiting input
Drop a file in and the system will read the layout, classify the source when it can, and process the batch.

Checking

Recent Intake Batches

0 batches

Review Detail

Batch Files & Issue Groups

No batch selected

What This Covers

Transaction Review Workflow

Use this queue when two transactions look the same but need a final decision, or when a row still needs coding review before cash flow math should trust it. Confirm Duplicate excludes the selected row from downstream review flows. Validate as Non-Duplicate keeps the selected row in readable activity.

Transaction Review

Duplicate And Coding Candidates

0 items

Review

Selected Transaction Decision

Choose a transaction
Actual Transactions

Review the duplicate-like uploaded rows together first, then choose the decision below.

0 rows
Choose a duplicate-like transaction to compare its matching rows.
Review Decision

Confirm Duplicate ignores this one row downstream. Validate as Non-Duplicate keeps it as a readable transaction line.

Choose a transaction issue to review and approve.

Recognition

New Accounts & Households

0 accounts

What This Covers

Onboarding Flow

This queue catches accounts already arriving through transactions or account map data but not fully standing up in the review and planning stack yet. If a household is brand new, save one account here first and the household planning shell will be seeded with it.

Setup

Selected Account Configuration

Choose an account
Choose an account from the queue to seed or correct the setup record. Household, client, and account naming corrections should be made here.

Taxable Holdings

Cost Basis Review Queue

0 holdings

What This Covers

Basis Workflow

This queue is for taxable positions that still need carryover basis, confirmed average cost, or lot-level setup before trims and realized gains can be treated as execution-ready.

Custodian Lots

Basis File Upload

Awaiting file
Upload a custodian tax-lot file and the system will parse the account-number rows first. If the file carries multiple accounts, it will group and match them through `account_map` before rebuilding tax lots.

Last Basis Upload

No custodian basis file has been uploaded yet.
No account selection is required here. Upload the custodian lot file and let the system match the account-number rows directly.

Tracking

Selected Holding Basis State

Choose a holding
Choose a taxable holding to start tracking basis.

Asset Setup

Security Exceptions

0 assets

Bond / Manual Setup

Selected Asset Configuration

Choose an asset
Select an exception row to review or set up a bond manually.

Select Household

Choose the household to review

0 households

Activity Detail

Change summary

Saved activity will show here.

No activity detail is available yet.

Advisor Flags

Household review flags

Advisor-controlled review flags for this household.

No advisor-controlled review flags are currently active.

Household Review Output

Review Summary

Printable summary and Redtail-ready note.

Review summary will appear here once a household review is open.

Client Review Report

Client Report

Printable client-facing review summary.

Client report will appear here once a household review is open.