Household review readiness tracker
Track the accounts, documents, client decisions and account-opening items a household review depends on, with who holds each one and how long it has waited.
- Industry
- Financial and Insurance Advisory
- Team
- Client services
- Use case
- Documents and evidence
- Tags
- Client delivery
Template preview
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Overview
What this template supports
A review readiness tracker for advisory and client service teams. It records each household account with its reconciliation status, each item requested from the household or a third party, each client decision with the service work it created, and each account-opening item a custodian requires, with who holds it, the review date and the days it has been open. It includes a complete table view, a status board and saved views for open items before the review, accounts for the review packet and decisions with account opening, plus example records you replace with your own.
- Open items board, oldest first
- Accounts with their reconciliation status
- Client decisions tracked to completion
- Account-opening items with who holds each one
- Client-visible and internal-only marking
How to use this template
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Review the workflow
Confirm the item types and the stages from Requested to Complete match how your team prepares a household review.
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Replace the sample records
Delete the example records and add your own households, accounts, requested items and review dates.
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Decide who has access
Invite the people who update records and confirm what each person can view or edit before sharing anything outside your team.
Frequently asked questions
What does Household review readiness tracker track?
Track the accounts, documents, client decisions and account-opening items a household review depends on, with who holds each one and how long it has waited.
Which views are included?
An All records table, a Workflow Kanban board grouped by status and 3 saved views: Open before the review; Accounts for the review packet; Decisions and account opening.
Which statuses does a record move through?
Requested, Waiting on household, Waiting on third party, In progress, Received, Reconciled, Complete and Not needed. Terminal states stay at the end of the board.
Which document templates embed this database?
Secure document request list (DC94, view: Open before the review) and Account opening and transfer checklist (DC96, view: Decisions and account opening). Each page embeds one saved view and cites its records.
How many records does it start with?
40 example records in the Household record table, spread across the saved views. Replace them with your own records before you share any view.
Who can open the database?
People you invite to the workspace, with the view and edit rights you give them. There is no public database link; the gallery shows screenshots of the table and the Kanban board.