Update account last rebalance date on CRM records

Your account records miss updated rebalance dates, creating gaps in compliance audits and advisor handoffs. Keep records current so audits and client outreach happen same day.

Overview

Stale rebalance dates add friction to audits and delay advisor follow-up. This flow keeps CRM compliance fields current within minutes of source edits, so your compliance director and client support can complete reviews and outreach same day.