Twelve households are showing attrition signals. Seven have had no advisor contact in 120 days, and together they hold $38M in AUM.
Built for RIAs, lenders, and financial services teams
Know which clients need a call before the market opens.
Dashfeed turns your CRM, custodian feeds, and accounting into one morning brief: AUM flows, pipeline by advisor, client attrition risk, and fee revenue against plan.
30 min · with the engineer who would build your stack
Attrition risk
12
Households showing exit signals
No contact in 120 days7
Outflows 3 months running3
Beneficiary changes2
$38M AUM at risk
Net flows
+$14.2M
This month, ahead of plan
Best month since March
Pipeline by advisor
$61M
Prospects in active stages
Chen$24M
Okafor$19M
Bishop$18M
6 proposals stalled 30+ days
Connects to the software you already run
SalesforceWealthboxRedtailOrionBlack DiamondQuickBooksPlaidand 300+ more
What changed across the book, before the market opens.
Every morning, Dashfeed reads your CRM, custodian, and billing data and writes the brief a great chief operating officer would: what moved, why, and who should act.
Net flows are +$14.2M this month, the best since March. $9.8M is new households, most of them referred by two existing clients.
Six proposals have sat in the same stage for 30 days. All six are over $2M and all six are waiting on a financial plan from the same planner.
Read it wherever your day starts:FeedEmailSMSSlack
Referrals and wallet share you would have found at year end. In your inbox at 6am.
Dashfeed joins household data, held-away assets, and activity, then ranks the clients most likely to consolidate and the relationships worth a check-in.
- See revenue and margin by household, advisor, and service tier
- Catch held-away balances and life events before a competitor does
- Know which clients refer, and which are quietly disengaging
Consolidation candidates
$92M
Held-away assets in view
1Whitaker household$18M
2Larsen family$14M
3Mendez trust$12M
4Osei household$9M
5Park household$7M
Households flagged for an advisor conversation this quarter.
Built on your systems. Run for you.
No data project, no analyst to hire. Connect your CRM and custodian feeds and the brief starts arriving.
Connect your systems
Link your CRM, portfolio accounting, custodian feeds, and billing with read-only access.
We model your firm
Dashfeed builds firm-specific metrics: net flows, revenue by household and advisor, attrition signals, pipeline velocity, and fee realization.
Your firm reports to you
The brief lands before the market opens. Ask follow-up questions in plain English any time of day.
Take your firm to the next level.
Every walkthrough is tailored to your firm: your systems, your advisors, and the problems you actually want solved.