Workflow queue
Onboarding and recommendation workflow
State-driven queue for advisors, planners, and supervisors handling onboarding, approvals, and follow-up actions.
| Case | Household | Type | Current state | Priority | Summary | Next action |
|---|
Today at Harbor Ridge
Good morning, Maya
Platform
Advice and Oversight
Client
Workflow queue
State-driven queue for advisors, planners, and supervisors handling onboarding, approvals, and follow-up actions.
| Case | Household | Type | Current state | Priority | Summary | Next action |
|---|