Live Scan Active
…
Scanning…
At a glance
Active Book Screening
What Nexus is monitoring across your book, right now.
Active Book Screening
1 live · 3 plannedClient Milestones
PlannedBirthdays, RMD ages, plan events — capability planned.
Not yet monitoring
Market & Economic Alerts
PlannedMacro & rate-driven triggers — capability planned.
Not yet monitoring
Account & Drift Alerts
LiveScanning book positions…
Screening in progress
Growth Opportunities
PlannedHeld-away assets & prospect matching — capability planned.
Not yet monitoring
Vital Signs
Practice health across Risk, Relationship, and Plan Success.
Vital Signs
Practice health across Risk, Relationship, Plan Success, and Growth Opportunity
Risk Score
All aligned to profile
—/100
— wk/wk
No trend
0
0
0
0
0
0–2020–4040–6060–8080–100
Relationship Health
No overdue reviews
—/100
— wk/wk
No trend
0
0
0
0
0
0–2020–4040–6060–8080–100
MGP Probability of SuccessProvisional
All plans ≥ 70% success
—/100
— wk/wk
No trend
0
0
0
0
0
0–2020–4040–6060–8080–100
Growth Opportunity
All plans ≥ 70% success
—/100
— wk/wk
No trend
0
0
0
0
0
0–2020–4040–6060–8080–100
Work
Next Best Actions
Clients ranked by priority. Click a signal to see why, peer context, and the recommended next step.