> ## Documentation Index
> Fetch the complete documentation index at: https://tendrill.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# For Wealth Managers

> Monitor multiple client portfolios and stay informed at scale

## Serve your clients better

As a wealth manager, you're juggling multiple client portfolios with different risk profiles, investment goals, and attention requirements. Tendrill helps you stay on top of everything - alerts across all accounts, quick client-ready insights, and the ability to proactively reach out before clients call you.

<Info>
  **Know before your clients ask.** When a holding moves significantly, you'll hear about it first - so you can reach out proactively, not reactively.
</Info>

## How Tendrill helps wealth managers

<CardGroup cols={2}>
  <Card title="Multi-portfolio monitoring" icon="folders">
    Track all client accounts from one interface
  </Card>

  <Card title="Client-specific alerts" icon="bell">
    Get notified when ANY client's holdings move
  </Card>

  <Card title="Research at scale" icon="magnifying-glass">
    Quick answers for client questions across all portfolios
  </Card>

  <Card title="Proactive communication" icon="phone">
    Know about events before your clients call
  </Card>
</CardGroup>

## Setting up for wealth management

### Multi-account monitoring

Connect all client accounts you manage. Tendrill aggregates everything while keeping accounts separate:

```
You: I manage 12 client portfolios. How do I set this up?

Tendrill: Perfect for wealth managers! Here's how it works:

1. Connect each client account via Plaid
   (You can name them: "Smith IRA", "Johnson Family", etc.)

2. I'll monitor ALL connected accounts for:
   • Price movements in any holding
   • Earnings for any owned stock
   • News affecting any position

3. Alerts will specify which client is affected:
   "AAPL down 5% - affects: Smith, Johnson, Davis accounts"

4. Ask about any client specifically:
   "How's the Smith portfolio doing?"

Ready to connect your first client account?
```

### Alert configuration for multiple clients

```
You: Alert me if any client's stock drops 5%

Tendrill: ✅ Cross-portfolio alert enabled!

I'll text you when ANY holding across your 12 client 
portfolios drops 5% or more in a day.

Alert format:
"[ALERT] TSLA -6.2% - Affects: Johnson ($8,400), 
Davis ($12,100), Patel ($5,200)"

You'll see the affected clients and their exposure sizes
so you can prioritize outreach.
```

## Sample wealth manager alert

> **Tendrill** - Thu 2:15 PM
>
> **Client Alert: NVDA down 7% today**
>
> **Affected clients (4):**
>
> | Client                 | Position  | Portfolio % | Today's Impact |
> | ---------------------- | --------- | ----------- | -------------- |
> | Henderson Family Trust | \$125,000 | 8%          | -\$8,750       |
> | Martinez Retirement    | \$45,000  | 12%         | -\$3,150       |
> | Chen Growth Account    | \$78,000  | 15%         | -\$5,460       |
> | Williams IRA           | \$22,000  | 6%          | -\$1,540       |
>
> **Cause:** Concerns about China export restrictions on AI chips.
>
> **Suggested talking point:** "Regulatory concerns are common for NVDA. Fundamentals remain strong with 100%+ data center growth."
>
> Want a client-ready summary for any of these accounts?

## Wealth manager queries

### Cross-portfolio analysis

```
You: Which of my clients own Apple?

Tendrill: 📊 AAPL Holdings Across Clients (8 of 12)

| Client | Shares | Value | % of Portfolio |
|--------|--------|-------|----------------|
| Henderson | 200 | $36,500 | 4% |
| Martinez | 150 | $27,375 | 8% |
| Chen | 100 | $18,250 | 3% |
| Williams | 80 | $14,600 | 5% |
| Patel | 75 | $13,690 | 6% |
| Johnson | 60 | $10,950 | 4% |
| Davis | 50 | $9,125 | 3% |
| Thompson | 40 | $7,300 | 2% |

Total AAPL exposure: $137,790 across 8 clients
Average weight: 4.4% of portfolios

Clients without AAPL: Kim, Lee, Brown, Garcia

Upcoming: AAPL reports earnings Oct 28.
```

### Client-specific deep dive

```
You: Give me a full status on the Henderson account

Tendrill: 📊 Henderson Family Trust - Full Status

ACCOUNT OVERVIEW
Total value: $1,250,000
YTD return: +12.4% (+$138,000)
vs Benchmark (60/40): +8.2% (outperforming by 4.2%)

TOP HOLDINGS
1. NVDA: $125,000 (10%) - up 85% YTD
2. AAPL: $100,000 (8%) - up 18% YTD
3. MSFT: $87,500 (7%) - up 22% YTD
4. VOO: $250,000 (20%) - tracks S&P
5. BND: $187,500 (15%) - bond allocation

ALLOCATION
Stocks: 65% | Bonds: 25% | Cash: 10%
Target: 60/30/10 - slightly overweight equities

RISK FLAGS
• NVDA concentration at 10% (watch list)
• Tech overall at 35% (above 30% target)

UPCOMING EVENTS
• NVDA earnings: Nov 20
• AAPL earnings: Oct 28
• Quarterly rebalance due: Nov 15

RECENT ACTIVITY
• Oct 1: Dividend reinvestment AAPL (+$245)
• Sept 28: Quarterly fee deducted ($2,500)

NOTES
Last client call: Sept 15
Client risk profile: Growth-oriented
Special considerations: Tax-loss harvesting before EOY

Need anything else for Henderson?
```

### Pre-meeting prep

```
You: I have a meeting with the Patel family in an hour. Quick prep?

Tendrill: 📋 Patel Family Meeting Prep

ACCOUNT SNAPSHOT
Value: $228,000 (+3.2% this month)
YTD: +9.8% (vs 8.5% benchmark - slight outperformance)

CLIENT PROFILE REMINDER
• Risk tolerance: Moderate
• Goal: College funding (3 years out)
• Concern last meeting: Tech concentration

TALKING POINTS

✅ Good news to share:
• Portfolio up almost 10% YTD
• MSFT and AAPL both performing well
• Bond allocation provided stability in September

⚠️ Be prepared to discuss:
• NVDA position up 60% - may want to trim?
• Still 42% tech - above their 35% comfort level
• College timeline means reducing risk soon

📰 Recent news they may ask about:
• Fed rate decision last week (no change)
• Apple new iPhone reviews (positive)

💡 Suggestion for discussion:
Consider proposing a gradual shift from growth to
income/stability given the 3-year college timeline.

ACCOUNT SPECIFICS
• Performance fee trigger: +12% (currently at 9.8%)
• Next scheduled rebalance: November
• Any 529 coordination needed?

Good luck with the meeting!
```

## Workflows for wealth managers

<AccordionGroup>
  <Accordion title="Morning routine" icon="sun">
    ```
    You: Morning brief for all clients

    Tendrill: ☀️ Good morning! Client Overview:

    📊 Total AUM: $8.4M (across 12 accounts)
    📈 Yesterday: +$42,000 (+0.5%)

    Accounts needing attention:
    • Chen: TSLA down 4% (7% of portfolio)
    • Davis: Approaching rebalance threshold

    Today's events:
    • 3 clients own META, which reports today
    • Fed minutes released at 2pm

    All other accounts: No concerns
    ```
  </Accordion>

  <Accordion title="Earnings season management" icon="calendar">
    ```
    You: What earnings are coming up for my clients?

    Tendrill: 📅 Client Earnings Calendar (Next 2 Weeks)

    Oct 24 - MSFT (After close)
    Clients affected: Henderson, Martinez, Chen, Patel
    Combined exposure: $285,000

    Oct 25 - GOOGL (After close)
    Clients affected: Chen, Williams
    Combined exposure: $92,000

    Oct 28 - AAPL (After close)
    Clients affected: 8 of 12 clients
    Combined exposure: $137,790

    I'll send you results within minutes of each release.
    ```
  </Accordion>

  <Accordion title="Client review preparation" icon="clipboard">
    ```
    You: Generate a quarterly review for Johnson

    Tendrill: 📊 Johnson Quarterly Review (Q3)

    [I can provide key metrics, performance attribution,
    allocation changes, and comparison to benchmarks
    formatted for client presentation]

    Want me to generate a PDF-ready summary, or text
    format you can drop into your own template?
    ```
  </Accordion>
</AccordionGroup>

## Best practices for wealth managers

<CardGroup cols={2}>
  <Card title="Proactive outreach" icon="phone-arrow-up-right">
    When Tendrill alerts you to a significant move, call the client before they call you
  </Card>

  <Card title="Consistent monitoring" icon="eye">
    Set up daily cross-portfolio briefs to catch issues early
  </Card>

  <Card title="Quick client prep" icon="clock">
    Use Tendrill for pre-meeting prep to save research time
  </Card>

  <Card title="Scale your insights" icon="expand">
    Ask questions across all accounts, not just one at a time
  </Card>
</CardGroup>

## Compliance note

<Warning>
  **Important:** Tendrill provides information and monitoring tools, not investment advice. All investment decisions and recommendations to clients must be made by you, the licensed professional. Tendrill should be used as a monitoring and research assistant, not as a decision-maker.
</Warning>

## FAQ for wealth managers

<AccordionGroup>
  <Accordion title="Can I give clients direct access to Tendrill?">
    Currently, Tendrill is designed for single-user access. Client-facing features are on our roadmap. For now, you can use insights from Tendrill in your client communications.
  </Accordion>

  <Accordion title="How do I organize multiple accounts?">
    Name accounts descriptively when connecting (e.g., "Smith Retirement", "Smith Taxable"). Tendrill will use these names in alerts and reports.
  </Accordion>

  <Accordion title="Is there a limit to how many accounts I can monitor?">
    Premium plans support unlimited connected accounts. Contact us for enterprise pricing if you're managing 50+ portfolios.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Connect client accounts" icon="link" href="/connecting-accounts/linking-via-plaid">
    Start monitoring your client portfolios
  </Card>

  <Card title="Set up alerts" icon="bell" href="/features/smart-alerts">
    Configure cross-portfolio notifications
  </Card>
</CardGroup>