Monitor Drift

Step 1 / 3

Monitoring connected systems

Monitoring Active

contacts

CRM

Last sync --

Monitored --

account_balance

Custodian

Last sync --

Monitored --

pie_chart

Portfolio System

Last sync --

Monitored --

receipt_long

Accounting

Last sync --

Monitored --

Recent Activity

check_circle CRM sync checked - no drift detected

warning Custodian feed received - 2 changes detected

check_circle Portfolio system sync checked - no drift detected

Step 2 / 3

Drift events detected

0

Changes

0

Warnings

0

Alerts

warning

Address changed in CRM but not Custodian

error

Fee schedule updated in Billing, not reflected in Agreement

warning

New account in Custodian, missing from CRM

warning

Contact removed from Portfolio System, still active in CRM

error

Policy threshold exceeded: 15 unresolved items

Step 3 / 3

Notifications & Evidence

download Export PDF

email Email sent to operations team

chat Slack notification sent

task Task created in workflow queue

10:15:42 AM

Drift scan completed

10:15:43 AM

5 changes detected across 4 systems

10:15:44 AM

2 alerts triggered based on policy rules

10:15:44 AM

3 warnings logged for review

10:15:45 AM

Evidence trail generated