Advisor Household Review
Advisor Household Reviews: Review Dates and Drift. Track household assets, review due dates by tier, allocation drift and rebalance flags, and action items from each meeting. Free to clone.
Advisor Household Review is a Taskade app kit built from one prompt: 7 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Quick Apps
This Taskade Genesis app includes 7 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Compass and Compass Private. Its automations include Monday review prep, Rebalance flag alert and Meeting logged: note the next review date.
by @taskade
What you can do with Advisor Household Review
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Advisor Household Review works
- Monday review prep: when Every Monday at 7 AM, then Find households due within 14 days and Get household details.
- Rebalance flag alert: when a drift check is set to Rebalance, then Create rebalance task for the assigned advisor and Notify the owner.
- Meeting logged: note the next review date: when a meeting is logged, then Note the next review date on the meeting.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Compass, Compass Private
- Automations: Monday review prep, Rebalance flag alert, Meeting logged: note the next review date
- Workspace: 7 projects, 2 AI agents, 3 automations