Projecting readiness…
Portfolio readiness
11 synthetic accounts, each evaluated by the same 12 controls against a fixed demo clock. Ordering is by operational consequence and dependency, never by an unexplained score.
11 of 11 accounts
Ashgrove Charitable SMA
SMA-5231
Window Mar 18, 2026 · $4,020,221
A proposed buy conflicts with a verified client exclusion.
Bellamy Concentrated Legacy SMA
SMA-7008
Window Mar 18, 2026 · $5,360,087
A post-trade single-name weight breaches the mandate concentration limit.
Hollis Bright Family SMA
SMA-2790
Window Mar 18, 2026 · $3,120,000
The custodian position file is beyond its freshness window; position-dependent controls are withheld.
Marren Endowment Sleeve
SMA-4402
Window Mar 18, 2026 · $7,450,000
Custodian and internal accounting disagree on a share count beyond tolerance.
Prentice Foundation SMA
SMA-9310
Window Mar 18, 2026 · $9,140,058
Two mandate versions are effective at once and disagree on the limits that govern this decision.
Tindall Retirement Bridge SMA
SMA-6644
Window Mar 18, 2026 · $2,210,064
The proposal leaves residual cash below the mandate minimum.
Quill Household Managed Equity
SMA-1985
Window Mar 19, 2026 · $1,879,924
A transferred lot has no cost basis, so the projected realized result is unknown.
Larkspur Multigenerational SMA
SMA-2456
Window Mar 18, 2026 · $6,074,861
An approved handoff was invalidated when a material input changed after approval.
Ovett Family Office Sleeve
SMA-8125
Window Mar 19, 2026 · $3,779,912
A restriction is recorded but unverified; scope must be confirmed with the client before it is enforced or ignored.
Fenwick Trust Direct Index SMA
SMA-3117
Window Mar 18, 2026 · $2,640,024
Clean case: every control evaluated, release authorized, package ready.
Alder Family Tax-Managed Equity SMA
SMA-2048
Window Mar 18, 2026 · $4,800,018
The flagship case: a stale feed, a mandate conflict, and missing cost basis clear through real state transitions.