Run My Day.

Preparation is the hidden productivity killer.

Financial advisors check 5+ systems before their first meeting. Critical client signals are buried across disconnected dashboards. Morning prep takes 45+ minutes of manual aggregation — and retention risks are discovered too late.

An AI-native morning workspace.

Run My Day synthesizes overnight signals, upcoming meetings, and client risk indicators into a single prioritized view. Four groups organize every insight by advisor intent, not data source.

Design choices that defined the experience.

• Intent-based grouping: Retain, Grow, Service, Comply — organized by what the advisor wants to do, not where data lives
• Confidence labels on every assessment: High/Medium confidence + supporting signal count builds trust
• Structured dismiss & snooze: Every dismissal trains the model — the system gets smarter with each decision
• Opportunity/risk framing: Every insight shows what happens if addressed AND if ignored
• Human-in-the-loop: Every action requires advisor approval — FINRA/SEC compliant by design
• Progressive disclosure: Group → Insight type → Client list → Full detail — complexity on demand

Impact.