Good Evening, Admin
Tuesday, February 17, 2026
Top Contributors
This monthvs. $449.5M last month
vs. 192 last month
vs. 89% last month
vs. $2.1M last month
Nests Created (Monthly)
Asset Allocation
Seb's Action Queue
7 pending · 4 urgent
Birthday Boost — Dan Williams
HighDan's 9th birthday is Feb 18th. Suggest a boost to accelerate his college fund.
Expand the Circle
MediumCould reach goals 40% faster by inviting 2 more family members.
Portfolio Rebalance
HighHigh equity concentration in Blake family fund. Consider bond diversification.
Tax Harvesting Window
Medium3 new educational tax benefits identified for Soures family.
KYC Renewal Required
HighParker family documentation expires in 3 days. Initiate renewal process.
Engagement Drop Detected
HighJohnson family contributions decreased 40% over 3 months. Consider outreach.
Recurring Contribution Prompt
Low3 family members have not set up recurring contributions yet.