OPPORTUNITY TYPES

Signals worth a closer look.

From retirement transitions to outside accounts and cash, WealthDetect helps your team recognize situations that could lead to a valuable financial planning conversation.

Opportunity library

Where the clues show up.

Explore examples of what WealthDetect looks for. These are potential indications—not verified asset balances or personalized financial recommendations.

Retirement rollovers

Retirement assets that may have moved, been distributed, or remained with a prior provider.

Possible sources: Form 1099-R, W-2, Form 5498

Outside brokerage activity

Dividends, proceeds, and investment activity pointing toward assets held outside your firm.

Possible sources: 1099-DIV, 1099-B, brokerage statements

Potential cash on deposit

Bank interest or deposit information that may justify a deeper discussion about cash management.

Possible sources: 1099-INT, bank statements

Business owner planning

Ownership and self-employment information that may signal a retirement-plan planning opportunity.

Possible sources: Schedule C, Schedule K-1

Retirement milestones

Client age and filing information that could make retirement planning conversations timely.

Possible sources: Date of birth, retirement forms

Capital gains & sales

Notable securities or other asset sales that may be worth discussing with an advisor.

Possible sources: Schedule D, Form 8949, 1099-B

Life and liquidity events

Large transactions and income changes that may point to new planning needs.

Possible sources: Returns, schedules, source forms

CDs and fixed-income income

Interest patterns that may suggest fixed-income holdings or maturities worth reviewing.

Possible sources: 1099-INT, financial statements

Retirement savings gaps

Clues suggesting a retirement-plan conversation may be useful, especially for self-employed clients.

Possible sources: Schedule 1, Schedule C, W-2

Signals aren't guarantees. A large interest amount does not prove an available cash balance, and no retirement contribution on a return does not establish that a client has no retirement savings. WealthDetect is designed to surface possibilities for an advisor to verify.

See it in action

Every opportunity starts with evidence.

See how your team can move from a document signal to a documented next step.

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