EPW Advisory
Wealth Plan Submissions
Select a client submission to review their wealth implementation plan.
Client EmailAssigned Advisor# of SubmissionsLatest Submission
test@test.comDanny Ho291/14/2026, 2:15:52 AM
Test@test.comNot Assigned110/31/2025, 5:20:25 PM
testloading@test.comNot Assigned111/3/2025, 4:53:58 PM
teest@test.comLean Sing Ding111/3/2025, 6:02:04 PM
testprint@test.comBrandon Lee211/25/2025, 4:04:07 PM
testtest@test.comNot Assigned111/3/2025, 8:26:16 PM
testemail@test.comLean Sing Ding111/4/2025, 11:05:53 AM
testnewAI@test.comNot Assigned111/7/2025, 2:57:31 PM
testnegativecase@test.comNot Assigned111/7/2025, 3:02:46 PM
SHERYELT@GMAIL.COMNot Assigned111/7/2025, 4:50:35 PM
a@a.comNot Assigned111/11/2025, 5:54:27 PM
gdQ@a.scomNot Assigned111/25/2025, 4:29:30 PM
testga@est.comNot Assigned111/25/2025, 5:44:31 PM
jen.lua@endowus.comNot Assigned212/2/2025, 5:01:41 PM
testretail@test.comNot Assigned312/10/2025, 12:43:33 PM
testretailwebhook@test.comNot Assigned112/10/2025, 12:58:17 PM
testHNWwebhook@test.comNot Assigned112/10/2025, 1:18:02 PM
alan@greenspan.comNot Assigned112/16/2025, 10:08:48 AM
isaaclee95@hotmail.comSheryl Choong512/18/2025, 1:06:41 PM
test@report.comNot Assigned112/17/2025, 7:26:02 PM
testreport@test.comNot Assigned212/18/2025, 12:06:10 PM
isaac@test.comNot Assigned112/18/2025, 1:31:42 PM
printtest@test.comNot Assigned212/18/2025, 1:38:28 PM