Command Center

Good morning, Sarah — 3 urgent actions need attention

Last refreshed: 2 min ago

+3.2%

$156.4M

Total AUM

+18%

$2.84M

MTD New Sales

Target: $3.2M

4 urgent

14

Pending Tasks

Up +5 since yesterday

High

$4.1M

Revenue at Risk

2 accounts disengaged

Client & Prospect Book

24 records

Contact Type AUM / Potential Health Action

RK

Robert Kim

robert.kim@techventures.com

Client

$4.2M

Current AUM

At Risk

RK

Robert Kim

robert.kim@techventures.com

Client

$4.2M

Current AUM

At Risk

AI Insight

MC

Maria Chen

mchen@globalcap.io

Prospect

~$8.5M

Est. Potential

Active

MC

Maria Chen

mchen@globalcap.io

Prospect

~$8.5M

Est. Potential

Active

AI Insight

DW

David Weston

d.weston@privatefam.com

Client

$11.8M

Current AUM

Quiet

DW

David Weston

d.weston@privatefam.com

Client

$11.8M

Current AUM

Quiet

AI

LT

Lisa Torres

ltorres@medgroup.com

Prospect

~$3.2M

Est. Potential

Active

LT

Lisa Torres

ltorres@medgroup.com

Prospect

~$3.2M

Est. Potential

Active

AI Insight

JP

James Park

james.park@nexusllc.com

Client

$7.6M

Current AUM

Active

JP

James Park

james.park@nexusllc.com

Client

$7.6M

Current AUM

Active

AI Insight

AH

Amanda Hayes

ahayes@elitewealth.com

Prospect

~$12M

Est. Potential

Warm

AH

Amanda Hayes

ahayes@elitewealth.com

Prospect

~$12M

Est. Potential

Warm

AI Insight

Showing 6 of 24 records

Daily Briefing

AI-generated · Updated 6:02 AM

1

Call Robert Kim — Bond Exposure Alert

Fed rate hike announced. His 68% bond allocation underperforming by 4.2%.

2

Follow up with Maria Chen

~$8.5M prospect. Engaged with Tech ETF content 3× this week.

3

Prep for David Weston — 2PM

Quiet 47 days. Estate planning overdue. Generate cheat sheet.

Today's Schedule

10:00

AM

Robert Kim · Portfolio Review

Zoom · 45 min

2:00

PM

David Weston · Q4 Check-in

In-person · 60 min

4:30

PM

Amanda Hayes · Intro Call

Phone · 30 min

Market Impact

Your book · Live

How today's movers hit your clients

-2.4%

Bonds

$28.1M exposed

+1.8%

Tech ETF

$14.2M exposed

-0.6%

Financials

$9.8M exposed

+3.1%

Healthcare

$6.4M exposed

-1.2%

Real Estate

$4.1M exposed

+0.3%

Energy

$3.2M exposed

Bond selloff affects 8 clients today

Portfolio Analytics

Aggregate performance across your entire book · $156.4M AUM

Beat

+12.4%

Total Return (YTD)

Benchmark: +10.1%

Outperform

+2.3%

Alpha vs S&P 500

Beta: 0.87

Strong

1.42

Sharpe Ratio

Peer avg: 1.18

Moderate

-4.1%

Max Drawdown

Recovery: 23 days

Book Performance vs Benchmark

Indexed to 100 at period start

Your Book

S&P 500

Asset Allocation

$156M

Total AUM

Equities 45%

Fixed Income 30%

Alternatives 12%

Cash 8%

Real Estate 5%

Top Holdings

Across all clients

AAPL

Apple Inc.

$12.4M · 7.9% of book

+1.4%

MSFT

Microsoft Corp.

$10.8M · 6.9% of book

+0.8%

BND

Vanguard Bond ETF

$9.2M · 5.9% of book

-2.1%

QQQ

Invesco QQQ Trust

$8.1M · 5.2% of book

+1.8%

VNQ

Vanguard Real Estate

$6.4M · 4.1% of book

-1.2%

Risk Metrics

0.87

Beta

vs S&P 500

12.4%

Volatility (Ann.)

Bench: 14.2%

0.94

Sortino Ratio

Peer avg: 0.78

18%

Concentration

Top 3 holdings

Planning & KYC

Life-stage financial discovery, goal setting, and psychographic risk assessment

Pulse Communicator

Persona-driven, AI-crafted client communications with Reg-BI compliance

Client Persona

AI Morning Note

AI Generated

Tone:

Empower Sync

Advisor calendar, AI scheduling, and live meeting launch

Outlook Synced

Google Cal

RK

Next Up · Today · 10:00 AM Coming up

Robert Kim — Portfolio Review

Zoom · 45 min · Prep ready

Starting in

22

:

00

Mar 9 – 15, 2026

Prospect Client At Risk Internal

This Week

9

Meetings Scheduled

6 confirmed · 3 pending

3 today

5

Client Touchpoints

4 clients · 1 prospect

Busy

6.5h

Meeting Time

+1.5h vs last week

High

84%

Show Rate (30-day)

↑ from 79% prev month

Empower Inbox

Unified omni-channel communication hub

4 Channels Synced

SM

Sarah Montgomery

4 messages · 3 channels Outlook WhatsApp SMS

Reply via

Conversation Intelligence Catalyst AI

AI Insights Engine

Live intelligence across your entire book · Updated 2 min ago

Models Running

Book Health Distribution

Risk profile breakdown across all AUM

Live Model

$42.8M

Total AUM

Growth48% · $20.5M

Neutral / Balanced31% · $13.3M

Conservative / Risk21% · $9.0M

6

Clients

84%

On-Target

2

Drifted

Revenue at Risk

$1.24M

3 clients · High attrition signal

Growth Opportunities

8

Next-best products identified

TLH Available

$0

Tax savings across book · Today

Churn Prediction

Revenue at Risk · Attrition Model v3.1

Risk Signals

Ranked by probability · Engagement + Volatility model

Propensity Mapping

Top Growth Opportunities · Next Best Product

Opportunity

Life-stage × AUM × Engagement model

Compliance Ghostwriter

Real-time communication risk scoring

Safe

Safe Score: 82 / 100 Risk

Paste advisor draft to screen

Recent Trade Audit Trail

Portfolio Drift & Alpha Finder

Risk target deviation · TLH opportunities

2 Drifted

Tax-Loss Harvesting Summary

Total Available Savings · Book-Wide

$47,830

Compliance Sentinel

Proactive risk scorecard · SEC/FINRA audit-ready engine

Scanning…

Book Health Score

78

out of 100

Needs Attention

2 items require remediation before next audit window

Risk Pillars

Live Scan Status

Promissory Alert List

AI-flagged communications · One-click remediation

3 Flagged

Ghost-Doc Generator

Auto-generate trade justification memos to file

AI-Drafted

Select recent trade

Add context (optional)

Drift Monitor

Portfolios >5% from risk target · Fiduciary alert

2 Action Required

TLH Opportunity Grid

Unrealized losses · Fiduciary harvest window

Duty Alert

As a fiduciary, harvesting these losses may be in your clients' best interest before the wash-sale window closes.

Total Harvestable Loss · Book-Wide

$47,830

Relationship Intelligence 360

Full book of business · AI-powered CRM command center

Clients 3 Prospects 3 AUM $27.6M

Relationship Matrix — AUM vs. Engagement · click a bubble to filter

Quadrants

High AUM · High Engagement

High AUM · Low Engagement

Growth Prospect

Dormant

Select a record to view Profile 360

Click any client or prospect from the list to open their full relationship intelligence profile

Intelligence Architect

Global configuration · AI agency · Regulatory & localization

Configuration

General

Global & Cultural

AI Agency

Regulatory

Interface & Skin

Empower.io v4.2.1

Build 2026.03.07

Advisor Profile

Display Name

Shown in AI-drafted communications

Firm Name

Appears in disclosures and email footers

CRD Number

FINRA registration identifier

Notifications

Desktop Alerts

Browser push notifications for high-priority signals

Email Digest

Daily 7 AM summary of AI insights

Churn Alerts

Immediate alert when attrition probability exceeds 65%

Compliance Flags

Real-time alert when promissory language detected

Calendar Sync

Microsoft Outlook

james.anderson@empowerwealth.com

Connected

Google Calendar

Not connected

Linguistic Style

Communication Tone

Applied to all AI-drafted emails, notes, and communications

Market Intelligence Regions

Active Regions

AI market summaries and regulatory context scoped to selected regions

Unit & Format Preferences

Currency Display

Primary currency shown in all charts and reports

Date Format

Applied across all dates in the platform

Number Notation

Large number grouping convention

Time Zone

Used for calendar sync and meeting reminders

Automation Level

AI Agency Slider

Balanced (50)

Controls how proactively the AI drafts communications, flags risks, and takes action on your behalf

Manual (Review Everything) Proactive Drafting (Auto-Send Ready)

AI suggests actions and pre-fills drafts. You review and approve before anything is sent. Balanced between automation efficiency and advisor control.

Voice & Writing Style Training

Train My AI Voice

Upload past emails or writing samples to teach the AI your personal communication style

Drop writing samples here

Accepts .txt, .docx, .eml, .pdf · Max 25 files

Vocabulary Formality

How technical the AI's language is by default

AI Noise Filter

Choose which AI signals interrupt you with a desktop alert vs. staying silently in the sidebar

Primary Regulator

Selecting a regulator updates the Compliance Scorecard logic, disclosure templates, and risk flagging rules across the entire app

Disclosure Library

Standard Email Footer

Automatically appended to all AI-generated client emails

Suitability Disclaimer

Appended when AI generates product recommendations

Risk Flagging Thresholds

Promissory Language Sensitivity

How aggressively the AI flags communications

Trade Supervision Window

Time before flagged trades auto-escalate to compliance officer

Brand Customization

Firm Logo

Appears alongside Empower.io branding in the header and reports

Upload logo

PNG, SVG · 400×400px recommended

Accent Color

Brand color used for highlights and active states

Focus & Visibility

Focus Mode

Hides Market Pulse ticker and non-critical widgets for deep-work sessions

Compact Sidebar

Collapse nav labels, show icons only

Animated Charts

Disable for performance on lower-end devices

Show AI Confidence Scores

Display probability percentages on all AI-generated suggestions

Data & Privacy

Share Anonymized Data

Help improve Empower AI models with anonymized usage data

Session Timeout

Auto-logout after inactivity period

Command Center

Client & Prospect Book

Daily Briefing

Today's Schedule

Market Impact

Portfolio Analytics

Book Performance vs Benchmark

Asset Allocation

Top Holdings

Risk Metrics

Planning & KYC

Psychographic RTQ Scales

Risk Spider Chart

Pulse Communicator

Client Persona

AI Morning Note

Empower Sync

Empower Inbox

AI Insights Engine

Compliance Sentinel

Relationship Intelligence 360

Intelligence Architect

Welcome back

Two-Factor Verification

Command Center

Client & Prospect Book

Daily Briefing

Today's Schedule

Market Impact

Portfolio Analytics

Book Performance vs Benchmark

Asset Allocation

Top Holdings

Risk Metrics

Planning & KYC

Psychographic RTQ Scales

Risk Spider Chart

Pulse Communicator

Client Persona

AI Morning Note

Empower Sync

Empower Inbox

AI Insights Engine

Compliance Sentinel

Relationship Intelligence 360

Intelligence Architect

Notifications

Pending Tasks (14)

All Holdings — $156.4M Book

New Message

Email Preview

Add New Record

Voice-to-Note