Live Scan Active
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Scanning…
At a glance
Active Book Screening
What Polaris is monitoring across your book, right now.
Active Book Screening
1 live · 3 plannedClient Milestones
PlannedBirthdays, RMD ages, plan events — capability planned.
Not yet monitoring
Market & Economic Alerts
PlannedMacro & rate-driven triggers — capability planned.
Not yet monitoring
Account & Drift Alerts
LiveScanning book positions…
Screening in progress
Growth Opportunities
PlannedHeld-away assets & prospect matching — capability planned.
Not yet monitoring
Vital Signs
Practice health across Risk, Relationship, and Plan Success.
Vital Signs
Protect
All aligned to profile
—/100
— wk/wk
No trend
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0
0
0
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0–2020–4040–6060–8080–100
Retain
No overdue reviews
—/100
— wk/wk
No trend
0
0
0
0
0
0–2020–4040–6060–8080–100
On-trackProvisional
All plans ≥ 70% success
—/100
— wk/wk
No trend
0
0
0
0
0
0–2020–4040–6060–8080–100
Grow
All plans ≥ 70% success
—/100
— wk/wk
No trend
0
0
0
0
0
0–2020–4040–6060–8080–100
Work
Next Best Actions
Clients ranked by priority. Click a signal to see why, peer context, and the recommended next step.