A book that gets reviewed, on a cadence you set.
A wealth relationship is lost quietly — no complaint, no exit call, just a review that did not happen for three quarters. AcuityQ makes the cadence a property of the segment rather than a note in somebody’s diary, and shows what is at risk before it leaves.
Screens in this module: Book overview · Client relationships · Portfolio reviews · Field & geo-tagging · Mobile & offline
Book overview
Quarter to dateWhat it does
Six things, stated plainly
Book overview with churn risk
Net new money and revenue against target, AUM by segment, reviews due this quarter, and the at-risk AUM ranked so the largest exposure is the first thing on the screen.
Relationships, not rows
Segment builder and saved filters — dormant beyond 45 days, KYC pending, no SIP, heavy margin usage — with a bulk broadcast that respects consent and channel preference.
Reviews with a defined pack
Performance net of costs since the last review, concentration and correlation flags, idle cash and unused margin, products held against products suitable, open cases, and consent and nominee status. Generated, not assembled by hand.
Geo-verified field work
Start-of-day check-in with a live photo, a geo-fence radius configurable per branch, and a meeting pin that must fall within a tolerance of the client’s address on file. Mismatches are flagged, not silently accepted.
Offline by design
Add a lead, log an activity, log a meeting and check in all work with no network. Entries queue with their original timestamp, not the sync timestamp — which is the difference between a record and a reconstruction.
Distance reconciled
The day’s route is reconstructed from check-ins and compared with the claim. It is a small thing that removes a recurring and unpleasant conversation about expenses.
Screen flow
A portfolio review, end to end
The cadence is per segment. Everything below it is the same for every client in that segment.
- Review falls due
Cadence is a property of the segment — quarterly for premium, half-yearly for mass affluent, and configurable. The due date is not a reminder somebody set.
Automatic - Pack generated
Performance net of costs, concentration flags, idle cash, suitability gaps, open cases and consent status, pulled live.
Automatic - Meeting scheduled
Physical or video. A physical meeting carries the client’s address so the geo-check has something to compare against.
Wealth RM - Check-in at the meeting
Live photo from the camera, not the gallery. The pin must fall within tolerance of the address on file or the meeting is flagged.
Gate - Outcomes raised as actions
Each agreed action becomes a task with an owner and a date, and where it produces a quote, QuoteDesk picks it up on the same customer record.
Wealth RM - Attributed
Revenue arising within the attribution window is linked back to the review, so the cadence can be defended as a business decision rather than a ritual.
Automatic
How it actually behaves
What the field controls actually enforce
Geo-tagging is easy to implement badly — as surveillance, or as a checkbox that proves nothing. These are the settings and what each is for.
| Control | Default | What it is for |
|---|---|---|
| Geo-fence radius | 150 m | Configurable per branch. A dense urban branch and a district office are not the same problem. |
| Meeting tolerance | 500 m | The meeting pin must fall within this of the address on file, or the meeting is flagged for the branch head. |
| Photo source | Camera only | No gallery upload. EXIF is stripped and the face is not stored — the photo proves presence, it is not biometric data. |
| Offline queue | Original timestamp | An entry made at 11:40 with no signal syncs as 11:40, not as 18:05 when the phone found a tower. |
Geo-verification is switched on per branch, not globally. Where it is off, meetings are logged without a pin and the reporting says so rather than showing a gap.
Who works here
The roles this module belongs to
AcuityQ™ is one platform. What a person sees is decided by the capabilities their role holds and the scope they sit in — see every role side by side.
Manager / supervisor
Sees the whole organisation and can drill from it to one person without changing screen. Sets targets, thresholds and escalation policy, and approves the transfers that move a book from one person to another.
- Enterprise dashboard
- Targets & achievement
- Productivity & activity
- Leaderboard
- SLA & escalations
Private wealth / branch RM
Carries a named book rather than a queue. Reviews run on a cadence per segment, meetings are geo-verified where the branch requires it, and the whole workspace works on a phone with no network.
- Book overview
- Client relationships
- Portfolio reviews
- Field & geo-tagging
- Mobile & offline
Honest limits
What this module does not do
Stated here so nobody spends a procurement cycle discovering it. If one of these is a requirement, say so early and we will tell you whether it is on the roadmap or simply not our product.
It is not a portfolio management system
AcuityQ reads holdings and performance from the systems that own them. It does not compute NAV, rebalance, or place orders.
It does not give advice
The review pack shows suitability gaps and concentration flags. What to recommend is the relationship manager’s judgement under your own advisory framework.
Offline is a workspace, not the whole product
Capture works without a network. Live portfolio, the dialler and reporting need one, and the app says which is which rather than failing quietly.
Questions
What a buyer asks in the second meeting
Is geo-tagging compulsory?
No. It is enabled per branch, and where it is off the reports say meetings were logged without verification rather than leaving an ambiguous blank. Making it compulsory everywhere is a policy decision you take, not one the software takes for you.
What is held on the phone?
The offline queue — activities, meetings, a GPS fix and the check-in photo — encrypted on the device until it syncs, then removed. Portfolio and holdings are never available offline because they are never stored at all.
Can the review cadence differ by client rather than by segment?
Segment sets the default and a client can be overridden individually, with the override recorded. What is not available is a cadence nobody set — every client in the book has one.
See wealth & field desk against your own desks
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