Reports
Total AUMGBP 00 valuations
Active consents10 expiring in 30d
Households in pipeline43 stages
Supervision SLA0% resolved5 open items
Compliance completion75%3 / 4 cleared
Consent expiring in 90d0fee consent renewals due
Segmented households04 unsegmented
Top adviser (by cases)—
Pipeline by stage
Open supervision items by reason
- idv consider
- 1
- vulnerability flag
- 1
- manual escalation
- 1
- attestation annual review
- 1
- template update pending
- 1