Select a recommendation
Choose an item to inspect its evidence, versions, and assigned action.
Client decision
What needs advice work now?
MacroGuru will identify one governed next step from the authorized client record.
Advice workbench unavailableThe client scope could not be loaded.
Next safe step
Choose a client to continue
MacroGuru will show the reason and keep later controls out of the way.
Explore client work and recordsCurrent authorized client · governance path and history
Governed path to a client brief
5 stages- 1Client scopeChoose a client
- 2SuitabilityNot started
- 3RecommendationWaiting
- 4Independent reviewWaiting
- 5Client briefWaiting
Before suitability
Check the controlled evidence first
MacroGuru checks the authorized client record before asking for suitability facts.
- Client-principal consentThe client principal allows relationship evidence to be used for suitability in their private portal. An adviser cannot type, grant, or infer this permission.Checking
- Eligibility decisionAn accepted regulatory classification or suitability-profile requirement from onboarding.Checking
- Supporting recordsAccepted onboarding evidence or approved client memory linked to controlled source custody.Checking
SuitabilityNot assessedNo current assessment
Drafts0
Review0
Approval0
Other actions use the same authorized client scope.
Current assessment
Not assessedMissing
Complete the client assessment before recommendations can advance.
- As of
- Not recorded
- Review due
- Not recorded
- Expires
- Not recorded
- Next actor
- Adviser