Monday, 9 November 2026
Good afternoon, Siobhán
Your practice at a glance. All client data shown is fictional demonstration data.
Total Assets Under Management
€180m
+6.9% over 12 months
Active Clients
712
24 shown in demo directory
Reviews Due in Next 30 Days
15
Demo clients · includes overdue reviews
Outstanding Compliance Actions
9
Open compliance tasks · demo clients
Assets Under Management
+6.9% over 12 months
Demonstration data. Current €180m AUM per FRAME pitch deck; historical series is illustrative.
Portfolio Allocation
Across all managed assets
- Pensions55%
- Investments35%
- Cash & Deposits10%
Illustrative allocation — not actual FRAME statistics.
Upcoming Client Reviews
| Client | Advisor | Portfolio | Last review | Next review | Status |
|---|---|---|---|---|---|
| Ronan Cronin | Siobhán | €953,763 | 20 Oct 2025 | 20 Oct 2026 | Overdue |
| Seán Ó Briain | Siobhán | €417,879 | 28 Oct 2025 | 28 Oct 2026 | Overdue |
| Diarmuid Crowley | Aoife | €431,285 | 6 Nov 2025 | 6 Nov 2026 | Overdue |
| Deirdre Keane | Declan | €1,194,694 | 11 Nov 2025 | 11 Nov 2026 | Due soon |
| Niamh Fitzgerald | Ciarán | €189,629 | 13 Nov 2025 | 13 Nov 2026 | Due soon |
| Mairéad Buckley | Declan | €666,710 | 16 Nov 2025 | 16 Nov 2026 | Due soon |
| Padraig & Mary Lynch | Aoife | €1,323,198 | 18 Nov 2025 | 18 Nov 2026 | Due soon |
| Brendan Hurley | Aoife | €425,378 | 20 Nov 2025 | 20 Nov 2026 | Due soon |
My Priorities Today
Siobhán Murphy
Ronan Cronin · FF-10833 · due 20 Oct 2026 · overdue
Seán Ó Briain · FF-10241 · due 28 Oct 2026 · overdue
Fionn Walsh · FF-10537 · due 15 Nov 2026
Eoin McCarthy · FF-10389 · due 17 Nov 2026
Cormac Desmond · FF-10685 · due 27 Nov 2026