Held Away Radar
by zocks-communicationsa3e445c13966No licenseListed Oct 8, 2026Updated Oct 8, 2026
Ranked pipeline of held-away asset opportunities from the advisor's own recent meetings — old 401(k)s, outside brokerage accounts, inheritances, business sale proceeds, real estate, spouse assets — grouped by household and marked new, raised again, nothing new since, task created, or client agreed. Use whenever the user asks what held-away or outside money came up recently, wants their consolidation pipeline or money in motion, mentions old 401(k)s or outside accounts, or says things like "run the radar" or "held-away opportunities". Requires Zocks MCP — will not run from transcripts, uploads, or any other source.
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