Portfolio manager's desk
Net New Money, growth and income
€549K
- Money in
- €1.3M
- Money out
- €725.5K
- Versus prior period
- -40%
See the detail behind this
€17.1M
- Opening
- €16.2M
- Net new money
- €549K
- Market movement
- €295K
See the detail behind this
€101.6K
- Received
- €85.6K
- Invoiced and accrued
- €16K
- Annual run-rate
- €119.6K
See the detail behind this
€96.3K behind plan · €2,070 a day needed
€6.5M still to win
Computed from each mandate's review frequency. Logging a review meeting moves the date on.
- Peter LoughlinExecution OnlyLoughlin Direct Equity Account · last reviewed 4 Jul 2025 · every 12 months97 days overdue4 Jul 2026
- Margaret CullenAdvisoryReview meeting loggedCullen Global Equity Advisory · last reviewed 21 Aug 2025 · every 12 months49 days overdue21 Aug 2026
- Margaret CullenAdvisoryReview meeting loggedCullen Approved Retirement Fund · last reviewed 21 Aug 2025 · every 12 months49 days overdue21 Aug 2026
- Ballyvourney & District Credit UnionDiscretionaryBallyvourney Liquidity Ladder · last reviewed 30 Mar 2026 · every 6 months9 days overdue30 Sep 2026
- Cuan Mara Charitable FoundationDiscretionaryCuan Mara Reserve Fund · last reviewed 3 Oct 2025 · every 12 months6 days overdue3 Oct 2026
- St Brendan's Credit UnionDiscretionarySt Brendan's Treasury Mandate · last reviewed 20 Apr 2026 · every 6 monthsin 11 days20 Oct 2026
The last ten contacts across the whole book.
Quiet clients, overdue actions, unanswered messages, outstanding documents and late reviews.
- Declan and Aoife Moranunanswered messageSecond property questionWaiting 115 days for a reply
- Peter Loughlinquiet clientNo contact in over 90 daysLast contact 200 days ago — Charlie Murtagh holds the relationship.
- Peter Loughlinoverdue reviewLoughlin Direct Equity Account review overdue97 days past the 12-month review date
- Declan and Aoife Morandocument outstandingIdentification requested but not returnedAsked 81 days ago by Fionnuala Doyle
- St Brendan's Credit Uniondocument outstandingCorrespondence requested but not returnedAsked 72 days ago by Cormac Ryan
- Margaret Cullendocument outstandingIdentification requested but not returnedAsked 69 days ago by Fionnuala Doyle
- Hartnett Motors Limiteddocument outstandingStatement requested but not returnedAsked 66 days ago by Cormac Ryan
- Ruairí Mac Suibhnequiet clientNo contact in over 90 daysLast contact 155 days ago — Charlie Murtagh holds the relationship.
- St Brendan's Credit Unionoverdue actionConfirm post-reinvestment counterparty table to the boardDue 65 days ago · raised by Charlie Murtagh
- Margaret Cullendocument outstandingTax Voucher requested but not returnedAsked 64 days ago by Fionnuala Doyle
- Peter Loughlinoverdue actionEscalate overdue review to complianceDue 61 days ago · raised by Charlie Murtagh
- Margaret Cullenoverdue actionSend rebalancing proposal with CGT analysis to Margaret CullenDue 58 days ago · raised by Charlie Murtagh
- Kilbeggan Engineering Limitedoverdue actionDraft board paper on shortening the horizonDue 54 days ago · raised by Charlie Murtagh
- Margaret Cullenoverdue reviewCullen Global Equity Advisory review overdue49 days past the 12-month review date
- Margaret Cullenoverdue reviewCullen Approved Retirement Fund review overdue49 days past the 12-month review date
- Cuan Mara Charitable Foundationquiet clientNo contact in over 90 daysLast contact 136 days ago — Charlie Murtagh holds the relationship.
- Sorcha and Eoin Hegartyquiet clientNo contact in over 90 daysLast contact 116 days ago — Charlie Murtagh holds the relationship.
- Ballyvourney & District Credit Unionquiet clientNo contact in over 90 daysLast contact 108 days ago — Charlie Murtagh holds the relationship.
- Ballyvourney & District Credit Unionoverdue reviewBallyvourney Liquidity Ladder review overdue9 days past the 6-month review date
- Cuan Mara Charitable Foundationoverdue reviewCuan Mara Reserve Fund review overdue6 days past the 12-month review date
- Cormac Duignanquiet clientNo contact in over 90 daysLast contact 90 days ago — Charlie Murtagh holds the relationship.
Client messages with no reply yet. Replying writes an outbound portal entry to the timeline.
- Declan and Aoife Moran4 months ago
Second property question
Would it make sense to hold the property fund money in cash instead? Aoife
Calls, meetings and reviews booked for today and tomorrow.
Today
Nothing in the diary.
Tomorrow
Nothing in the diary.
A demonstration of the three capabilities you asked for: CRM, comms logging, and a client portal.
This demo shows a single portfolio manager's working environment. The client book, comms timeline, review scheduler and attention queue are the CRM layer. Every call, meeting, email and portal message is logged against the client record with revision history. The client portal gives each client a secure view of their portfolio, documents and messages.
- CRM. Client 360, segments, key facts, review cycles and open actions.
- Comms logging. Auto-linked email, call transcripts, meetings and portal messages.
- Client portal. Secure portfolio, documents, messaging and request workflow.
- Attention. Quiet clients, overdue actions, unanswered messages and late reviews.
- Net new money and income. Modelled client money movements and fee events, priced off each mandate's charge rate.
- Targets. Manually set annual income and Net New AUM figures, carried across from the desk's own planning sheet. Months still ahead are forecast from the trailing three months, not booked.
All data shown is realistic Irish fixture data held in the browser. No back office, telephony platform or Microsoft 365 tenant is connected for this demo.