SLUICE
WorkControl towerRelationshipsMaintenanceReview & submitClientsSetupOnboardingImportTriggersBrandingPinnedNIGOSLA board
Open account
HP
Harbor Point WealthClearing · Northgate Clearing

In Good Order, the first time.

SLUICE
WorkControl towerRelationshipsMaintenanceReview & submitClientsSetupOnboardingImportTriggersBrandingPinnedNIGOSLA board
Open account
HP
Harbor Point WealthClearing · Northgate Clearing

In Good Order, the first time.

Control tower

The whole firm
FA
Good order99Verifying…
039

9 of 12 accounts could be submitted today

5 households · 11 clients. 3 waiting on a client →

0Accounts
0In good order
0Missing data
0Held
0Out for signature

Needs attention

All clients
The Lindqvist HouseholdComplete 2 accounts
Sven Lindqvist has no employment status.
94
The Bautista HouseholdComplete 1 account
No funding source selected.
94
The Harlow HouseholdReady to submit
3 clients · 4 accounts
100
The Okafor HouseholdReady to submit
2 clients · 2 accounts
100
The Whitcombe HouseholdReady to submit
2 clients · 2 accounts
100

In flight

Review & submit

Nothing has been sent for signature yet. An account leaves here once it clears the gate.