SM

Siobhán Murphy

Workflow

Reviews & Tasks

Every client review and advisor action in one place.

Client Review Pipeline

Click a row for review detail

ClientAdvisorPortfolioNext reviewStatus
Ronan CroninSiobhán Murphy€953,76320 Oct 2026Overdue
Seán Ó BriainSiobhán Murphy€417,87928 Oct 2026Overdue
Diarmuid CrowleyAoife Kelleher€431,2856 Nov 2026Overdue
Deirdre KeaneDeclan Barry€1,194,69411 Nov 2026Due soon
Niamh FitzgeraldCiarán O'Leary€189,62913 Nov 2026Due soon
Mairéad BuckleyDeclan Barry€666,71016 Nov 2026Due soon
Padraig & Mary LynchAoife Kelleher€1,323,19818 Nov 2026Due soon
Brendan HurleyAoife Kelleher€425,37820 Nov 2026Due soon
Úna SheehanDeclan Barry€635,97722 Nov 2026Due soon
Gráinne CotterDeclan Barry€954,85724 Nov 2026Due soon
Cormac DesmondSiobhán Murphy€442,92527 Nov 2026Due soon
Eoin McCarthySiobhán Murphy€754,0381 Dec 2026Due soon
Caoimhe NagleDeclan Barry€223,2064 Dec 2026Due soon
Orla TwomeyCiarán O'Leary€658,1916 Dec 2026Due soon
Sinéad HorganCiarán O'Leary€209,5258 Dec 2026Due soon
Éabha CollinsCiarán O'Leary€1,194,73812 Dec 2026Scheduled
Clodagh HegartyDeclan Barry€207,12520 Dec 2026Scheduled
Aisling MahonyCiarán O'Leary€631,2723 Jan 2027Scheduled
Fionn WalshSiobhán Murphy€1,151,51711 Jan 2027Scheduled
Donal MurraySiobhán Murphy€1,434,29822 Jan 2027Scheduled
Róisín DalyCiarán O'Leary€951,0735 Feb 2027Scheduled
Kieran FordeAoife Kelleher€841,49613 Feb 2027Scheduled
Tadhg O'SullivanAoife Kelleher€894,2179 Mar 2027Scheduled
Liam & Ann CoughlanAoife Kelleher€1,228,1488 Apr 2027Scheduled

Advisor Tasks

0 of 35 completed

Overdue reviews

3 open

Seán Ó Briain · FF-10241 · due 28 Oct 2026 · overdue

High

Diarmuid Crowley · FF-10463 · due 6 Nov 2026 · overdue

High

Ronan Cronin · FF-10833 · due 20 Oct 2026 · overdue

High

Annual review

20 open

Niamh Fitzgerald · FF-10278 · due 13 Nov 2026

High

Padraig & Mary Lynch · FF-10315 · due 18 Nov 2026

Medium

Gráinne Cotter · FF-10352 · due 24 Nov 2026

Medium

Eoin McCarthy · FF-10389 · due 1 Dec 2026

Medium

Orla Twomey · FF-10426 · due 6 Dec 2026

Medium

Clodagh Hegarty · FF-10500 · due 20 Dec 2026

Low

Fionn Walsh · FF-10537 · due 11 Jan 2027

Low

Róisín Daly · FF-10574 · due 5 Feb 2027

Low

Tadhg O'Sullivan · FF-10611 · due 9 Mar 2027

Low

Cormac Desmond · FF-10685 · due 27 Nov 2026

Medium

Sinéad Horgan · FF-10722 · due 8 Dec 2026

Medium

Liam & Ann Coughlan · FF-10759 · due 8 Apr 2027

Low

Deirdre Keane · FF-10796 · due 11 Nov 2026

High

Aisling Mahony · FF-10870 · due 3 Jan 2027

Low

Brendan Hurley · FF-10907 · due 20 Nov 2026

Medium

Caoimhe Nagle · FF-10944 · due 4 Dec 2026

Medium

Donal Murray · FF-10981 · due 22 Jan 2027

Low

Éabha Collins · FF-11018 · due 12 Dec 2026

Low

Kieran Forde · FF-11055 · due 13 Feb 2027

Low

Úna Sheehan · FF-11092 · due 22 Nov 2026

Medium

Risk questionnaire

3 open

Niamh Fitzgerald · FF-10278 · due 14 Nov 2026

Medium

Orla Twomey · FF-10426 · due 19 Nov 2026

Medium

Sinéad Horgan · FF-10722 · due 12 Nov 2026

Medium

Suitability approvals awaiting

3 open

Gráinne Cotter · FF-10352 · due 11 Nov 2026

High

Fionn Walsh · FF-10537 · due 15 Nov 2026

Medium

Brendan Hurley · FF-10907 · due 18 Nov 2026

Medium

Documents outstanding

3 open

Padraig & Mary Lynch · FF-10315 · due 16 Nov 2026

Medium

Róisín Daly · FF-10574 · due 21 Nov 2026

Low

Éabha Collins · FF-11018 · due 23 Nov 2026

Low

Client meeting

3 open

Mairéad Buckley · FF-10648 · due 10 Nov 2026

Low

Caoimhe Nagle · FF-10944 · due 13 Nov 2026

Low

Eoin McCarthy · FF-10389 · due 17 Nov 2026

Low