Critical
Portfolio drift detected — Müller-Stiftung
4.2% above target US Tech allocation. Suggested rebalancing ready for your review.
Sourced from Morningstar Direct · retrieved 19 May, 04:58 CET
Good morning, Sophie.
Lucy has prepared three things for you today.
A wealth manager checks for portfolio drift every 24–48 hours. Lucy does it continuously.
Info
10:00 — Dr. Vogt briefing ready
12-minute read. Q2 review with exit tax structure focus.
Sourced from Morningstar Direct · retrieved 19 May, 04:58 CET
On average, a wealth manager serves 80 clients. Lucy prioritises the three that need attention today.
Attention
2 MiFID documents awaiting your signature
Drafted yesterday after Schmidt and Hoffmann meetings. Compliance-ready.
Sourced from Morningstar Direct · retrieved 19 May, 04:58 CET
Senior advisors are personally liable for advice. Sources are protection, not optional.
This week at a glance
AUM
€42.3M+1.2%
Active Clients
87+2
Reviews Due
4
Drift Alerts
2
MiFID Backlog
6