One review board for every household in your book of business

Build me a book of business review board that each advisor opens to see every household they cover on one screen, instead of pulling three separate reports before a client review. The whole point is that portfolio numbers and relationship context sit side by side in one table, and that I can act on what I find without leaving the app.

The main view is a dense, sortable table with one row per household. Load the households from Addepar using List Entities, and get current market value, cash weight and period performance for them from Addepar Query Portfolio Data. Join each household to its relationship context in Salesforce so the same row also shows the owning advisor, the last logged activity date and the count of open follow ups. Use Salesforce Get Many Accounts and SOQL Query for the account and owner details, and Salesforce Get Many Tasks for open follow ups and the most recent completed activity date. Derive a days since last client contact column from the latest logged activity, since that is the column advisors will actually sort on.

Loading has to be batched. Addepar rate limits are per firm rather than per user, at roughly 50 requests per 15 minutes and 1,000 per 24 hours, so never make one call per row. Pull all households through a small number of batched Query Portfolio Data calls, cache the assembled board data, and give the user an explicit refresh control plus a visible note of when the data was last loaded. If a load is partial or rate limited, say so in the UI rather than silently showing stale or missing rows.

Household to Salesforce Account matching is the main design nuance, because Addepar entity IDs are not stored in Salesforce by default. Match on name first, then persist a manual override mapping inside the app so a human correction is made once and remembered. Surface anything unmatched or low confidence in a small review area where the user can search Salesforce accounts and pin the correct one. Unmatched households should still appear on the board with their portfolio numbers, just with the CRM columns marked as unmatched, rather than being dropped.

Let me sort and filter by advisor, by assets under management band, and by days since last client contact. Highlight a row when the household has passed our review cadence, defaulting to 90 days with no logged activity, and make that threshold a setting rather than a hardcoded number. The highlight should read as a status treatment on the row, not a decorative color, so a firm wide list makes the overdue households obvious at a glance.

Opening a row slides out a detail drawer for that household. Show the top positions from Addepar List Positions, with entity detail from Addepar Get Entity where it helps, alongside recent Salesforce activity from Get Many Tasks and Get Many Events. From inside the drawer I want to act directly: use Salesforce Create Task to schedule the outreach, prefilled with the household, the owning advisor as assignee and a sensible due date, and use Slack Send a Message to flag the household to a team channel with a short summary of why it is being flagged. After either action succeeds, update the row in place so the board reflects the new follow up without a full reload.

Default the board to the signed in advisor's own book by matching them to their Salesforce user record, and include a toggle for a firm wide view so leadership can spot under serviced or at risk clients. Remember each user's last used scope, sort and filters so the board opens the way they left it. This is an on demand working surface, not a scheduled digest, so there is nothing to send on a timer.