Targeting
Forecasting · Coming Soon
BrokerShare is piloting management wallet forecasts powered by the gold_brokershare.ManagementWalletForecast table. Pick an account below to preview the Account Wallet Overview populated with live data.
What to expect
- Wallet inputs feed directly from ManagementWalletForecast (adviser_id scoped).
- We highlight the delta between the latest rolling wallet and the forward forecast.
- Broker-level callouts will surface pickup/loss once broker forecasts are wired in.
Account Search
Find an account to forecast
Search by management company name. Selecting an account will load the Account Wallet Overview below.
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Pick an account above to preview the Account Wallet Overview with real data.