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Daily briefing gives you a dated view of the accounts in your advisor organization that need review. It brings book coverage, drift status, breached monitoring rules, and possible next steps into one Tilt Agent chat. Open a book-wide chat and choose Daily briefing, or ask Tilt Agent for your advisor daily briefing. Tilt Agent uses today’s completed book report when one is available. Otherwise, it starts today’s calculation. That calculation can save monitoring optimization results as proposals for review. The briefing does not approve a proposal or place a trade. How monitoring policies work explains the drift and tracking error measurements behind the report’s warnings and breaches.

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Read the Client book

The Client book card shows the report date and how many accounts were evaluated. Its status badges count evaluated accounts as breached, drifting, or holding. Total AUM comes from the organization’s aggregate holdings. Needs attention includes accounts with drift, data quality, or account health reasons that warrant a closer look; it can exceed the breached count. Accounts covered shows the evaluated count against the total when coverage is incomplete. A note below the figures can identify gaps such as unevaluated households, unavailable clients, stale account data, or skipped accounts. The card can also list skipped accounts and their reported reasons. Check this coverage before treating the summary as a review of the whole book; a skipped account has no evaluated drift status in that report.
October 8 Client book showing 16 of 18 accounts evaluated, seven breached, one drifting, eight holding, ten needing attention, and two skipped Priya Kim accounts.

The dated Client book card shows account status, coverage, AUM, and accounts needing attention.

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Examine today’s breaches

When at least one account breached a monitoring rule, Today’s breaches shows the affected clients and accounts. The selected account displays a leading breach, followed by a table of rule categories, measured values, limits, rule sources, and statuses. Use Next and Previous to move through the breached accounts. Inspect account opens a closer review; Review monitoring rules shows the rules that apply to that account. The example below shows a measured value alongside its organization rule limit. Compare the value with the limit and inspect the named account before deciding what to do. The card appears only for breached accounts; other accounts needing attention can still appear in the Client book count.
Today's breaches for Maya Patel's synthetic Revocable Trust, showing U.S. Large Cap, total drift, international developed, and cash measurements beside their organization rule limits.

The breach card shows the selected account's measured values beside the limits of its monitoring rules.

When the report includes Model drift details, inspect Off-model holdings and Drift basis as well as the sleeve breaches. Off-model holdings measures the share of eligible ticker holdings outside the model. The detail also identifies manual assets and legacy non-tradable value excluded from model drift. Those excluded values remain in account AUM, so the drift basis can differ from the account’s total value. Use the listed off-model tickers to investigate the positions involved.

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Choose a follow-up

Next steps offers follow-ups based on the current report. Depending on the results, you can review attention accounts, check optimizations or rebalance proposals, review book health, or explore exposures. Select a follow-up to continue in Tilt Agent, then inspect the account or proposal it opens. Review a rebalance explains the separate proposal and trade decisions. If today’s completed report is still unavailable, Tilt Agent asks you to retry the briefing. Wait for a current result before relying on its counts or breach detail.

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Review proposed orders

If the briefing offers Check rebalance proposals, it opens a Daily optimization review for the breached accounts. The review shows its evaluation date and separates accounts that are Ready, Needs attention, or are Approved. Each account row shows its status, proposed order count, turnover, and estimated cost. Use Review details to open an Account proposal before selecting it for approval. The account proposal shows turnover, transaction cost, estimated tax due, cash buffers, and the proposed orders. Use the order list’s Next and Previous controls to review every order when the list spans pages. Check the account, order sides, tickers, and amounts alongside the metrics; a summary count alone does not show the full proposal.
Account proposal marked Ready, with turnover, transaction cost, estimated tax, cash buffers, and a paginated table of proposed buy orders.

The Account proposal shows optimization metrics and proposed orders before batch selection.

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Decide whether to approve proposals

Select only the ready proposals you have reviewed. You can select an account from its detail view or the review table; Select all ready includes every eligible proposal. Accounts needing attention cannot be selected until their blocker is resolved. When the selection includes accounts eligible for custodian submission, the action reads Approve and send…. Review the confirmation’s accounts, custodian, buys, sells, and order count before confirming Send. Confirming records approval and submits the eligible orders. Accounts without a custodian account are approved only; no trades are placed for those accounts. For an approval-only selection, the action reads Approve…. Its confirmation states that approval is recorded and no trades are placed. After confirming either action, inspect the receipt and any order statuses. Submission does not establish that orders filled. Review a rebalance covers how to inspect a saved proposal before any trade decision.