James Wilson
Monthly Inflow
$9,800
Monthly Excess
$2,600
Last Report
Jun 03, 2026
Overview
Snapshot across all clients on retainer
Total Clients
5
Reports Generated
5
Awaiting Report
0
Combined Monthly Inflow
$82,100
Your Clients
5 active · 1 inactiveJohn & Jane Sample
Jane Sample
Monthly Inflow
$15,000
Monthly Excess
$4,000
Last Report
May 21, 2026
Michael & Linda Brooks
Linda Brooks
Monthly Inflow
$16,800
Monthly Excess
$5,600
Last Report
May 21, 2026
Patricia & David Lee
David Lee
Monthly Inflow
$22,000
Monthly Excess
$6,200
Last Report
May 21, 2026
Robert & Maria Chen
Maria Chen
Monthly Inflow
$18,500
Monthly Excess
$6,100
Last Report
May 21, 2026