For Wealth Managers

You: I manage 12 client portfolios. How do I set this up?

Tendrill: Perfect for wealth managers! Here's how it works:

1. Connect each client account via Plaid
   (You can name them: "Smith IRA", "Johnson Family", etc.)

2. I'll monitor ALL connected accounts for:
   • Price movements in any holding
   • Earnings for any owned stock
   • News affecting any position

3. Alerts will specify which client is affected:
   "AAPL down 5% - affects: Smith, Johnson, Davis accounts"

4. Ask about any client specifically:
   "How's the Smith portfolio doing?"

Ready to connect your first client account?

You: Alert me if any client's stock drops 5%

Tendrill: ✅ Cross-portfolio alert enabled!

I'll text you when ANY holding across your 12 client 
portfolios drops 5% or more in a day.

Alert format:
"[ALERT] TSLA -6.2% - Affects: Johnson ($8,400), 
Davis ($12,100), Patel ($5,200)"

You'll see the affected clients and their exposure sizes
so you can prioritize outreach.

You: Which of my clients own Apple?

Tendrill: 📊 AAPL Holdings Across Clients (8 of 12)

| Client | Shares | Value | % of Portfolio |
|--------|--------|-------|----------------|
| Henderson | 200 | $36,500 | 4% |
| Martinez | 150 | $27,375 | 8% |
| Chen | 100 | $18,250 | 3% |
| Williams | 80 | $14,600 | 5% |
| Patel | 75 | $13,690 | 6% |
| Johnson | 60 | $10,950 | 4% |
| Davis | 50 | $9,125 | 3% |
| Thompson | 40 | $7,300 | 2% |

Total AAPL exposure: $137,790 across 8 clients
Average weight: 4.4% of portfolios

Clients without AAPL: Kim, Lee, Brown, Garcia

Upcoming: AAPL reports earnings Oct 28.

You: Give me a full status on the Henderson account

Tendrill: 📊 Henderson Family Trust - Full Status

ACCOUNT OVERVIEW
Total value: $1,250,000
YTD return: +12.4% (+$138,000)
vs Benchmark (60/40): +8.2% (outperforming by 4.2%)

TOP HOLDINGS
1. NVDA: $125,000 (10%) - up 85% YTD
2. AAPL: $100,000 (8%) - up 18% YTD
3. MSFT: $87,500 (7%) - up 22% YTD
4. VOO: $250,000 (20%) - tracks S&P
5. BND: $187,500 (15%) - bond allocation

ALLOCATION
Stocks: 65% | Bonds: 25% | Cash: 10%
Target: 60/30/10 - slightly overweight equities

RISK FLAGS
• NVDA concentration at 10% (watch list)
• Tech overall at 35% (above 30% target)

UPCOMING EVENTS
• NVDA earnings: Nov 20
• AAPL earnings: Oct 28
• Quarterly rebalance due: Nov 15

RECENT ACTIVITY
• Oct 1: Dividend reinvestment AAPL (+$245)
• Sept 28: Quarterly fee deducted ($2,500)

NOTES
Last client call: Sept 15
Client risk profile: Growth-oriented
Special considerations: Tax-loss harvesting before EOY

Need anything else for Henderson?

You: I have a meeting with the Patel family in an hour. Quick prep?

Tendrill: 📋 Patel Family Meeting Prep

ACCOUNT SNAPSHOT
Value: $228,000 (+3.2% this month)
YTD: +9.8% (vs 8.5% benchmark - slight outperformance)

CLIENT PROFILE REMINDER
• Risk tolerance: Moderate
• Goal: College funding (3 years out)
• Concern last meeting: Tech concentration

TALKING POINTS

✅ Good news to share:
• Portfolio up almost 10% YTD
• MSFT and AAPL both performing well
• Bond allocation provided stability in September

⚠️ Be prepared to discuss:
• NVDA position up 60% - may want to trim?
• Still 42% tech - above their 35% comfort level
• College timeline means reducing risk soon

📰 Recent news they may ask about:
• Fed rate decision last week (no change)
• Apple new iPhone reviews (positive)

💡 Suggestion for discussion:
Consider proposing a gradual shift from growth to
income/stability given the 3-year college timeline.

ACCOUNT SPECIFICS
• Performance fee trigger: +12% (currently at 9.8%)
• Next scheduled rebalance: November
• Any 529 coordination needed?

Good luck with the meeting!