Wealth Plan Submissions
Select a client submission to review their wealth implementation plan.
Client EmailAssigned Advisor# of SubmissionsLatest Submission
test@test.comDanny Ho2811/25/2025, 6:01:39 PM
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