• Trust CRM
CRM
  • Dashboard
  • Clients
  • Deals
  • Activities
  • Reports
Workspace
  • Mail
  • Calendar
System
  • Settings
  • Changelog
UI
  • Feedback
  • Localization
  • Form
  • Sidebar form
Components
  • Actions
  • Tabs
  • Inputs
  • Pickers
  • Date & time
ClientsDaniel Reyes

Daniel Reyes

Active

Age 48 · Seattle, Washington

AdvisorClaire WhitfieldRisk toleranceBalancedLinked accounts2 linkedLast contactSeptember 8, 2026
OverviewAssetsGoals4Documents4Contact log3
DocumentCategoryUpdatedUpdated bySize
account-agreement.pdf
AgreementJune 4, 2018Claire Whitfield1.2MB
id-drivers-license.pdf
ID documentMay 20, 2024Claire Whitfield860KB
proposal-2026-08.pdf
ProposalRead-onlyAugust 18, 2026Claire Whitfield3.1MB
performance-2026-h1.pdf
ReportRead-onlyJuly 10, 2026the planning system2.5MB