Advisory Execution & Monitoring Hub
AI-powered implementation tracking, relationship health monitoring, and proactive after-sales intelligence
🟢 All Systems Active
Last Update: 12:00 PM
€88M
Total AUM
2
Active Implementations
3
Monitoring Alerts
Implementation Command Center
Real-time execution tracking with AI-powered monitoring and intervention recommendationsPZ
Philip Z.
€10M Liquidity AllocationIN PROGRESS
Overall Completion
82%
Family Trust Funding
85%
PENDING SIGNATURE
Beneficiary signature required
Diversification Portfolio
60%
PROCESSING
Real estate fund entry being processed
Yield Strategy Implementation
100%
COMPLETE ✓
Completed 2025-10-16
FF
Franco Family
Property Financing StructureIN PROGRESS
Overall Completion
68%
Mortgage Optimization
90%
FINAL APPROVAL
Final rate lock pending - expires 10/20
Cross-border Tax Structure
45%
LEGAL REVIEW
Italian counsel review ongoing
Family Office Documentation
70%
IN PROGRESS
Governance framework setup
Proactive Monitoring & After-sales
AI-powered relationship health tracking, life event detection, and cross-sell opportunity identificationActive Monitoring Alerts
Franco Family
ENGAGEMENT
HIGH
Philip Z.
LIFE EVENT
MEDIUM
Arjun M.
PERFORMANCE
LOW
Relationship Health Dashboard
Philip Z.
92 - EXCELLENT
↗️
+3 this month
Arjun M.
88 - GOOD
➡️
Stable
Franco Family
74 - ATTENTION NEEDED
↘️
-8 this month
After-Sales Opportunities
Philip Z.
Insurance Portfolio Review
€50K annual premium potential
Medium Priority
Franco Family
Wine Business Financing Structure
€2M facility potential
High Priority
Arjun M.
Private Banking Services Expansion
Enhanced relationship value
Low Priority