Clients·Anna Schmitt
Portfolio Transactions Conversations Activity Lora Memory Network Access
Access
What Lora may do on Anna Schmitt's behalf, who can see their data, and every access — read-only.
Lora's data access
Where Lora acts automatically and where it must ask first
Portfolio & holdings
Automatic
Banking & transactions
Ask first
Documents & statements
Ask first
Personal & memory
Off
Require approval before sharing externally
On
People with access
Who can see this client's information
L
LoraAI
AI assistant · Welora
MK
Maria KellerAdvisor
Advisor · your firm
TS
Tobias SchmittFamily
Spouse · granted access
Access log
Every time this client's data was read or shared
WhoActionInformationCategoryWhen
CLLora
client.data_policy.updatedclient data policy updated · client data policyClient Data Policy14. Aug., 18:15
CLLora
circle.createdcircle created · circleCircle14. Aug., 18:15
CLLora
circle.createdcircle created · circleCircle14. Aug., 18:15
CLLora
circle.createdcircle created · circleCircle14. Aug., 18:15
CLLora
contact.createdcontact created · contactContact14. Aug., 18:15
CLLora
contact.createdcontact created · contactContact14. Aug., 18:15
CLLora
contact.createdcontact created · contactContact14. Aug., 18:15
CLLora
contact.createdcontact created · contactContact14. Aug., 18:15
CLLora
contact.createdcontact created · contactContact14. Aug., 18:15
CLLora
contact.createdcontact created · contactContact14. Aug., 18:15
CLLora
contact.createdcontact created · contactContact14. Aug., 18:15
CLLora
automation.createdautomation created · automationAutomation14. Aug., 18:15
CLLora
automation.createdautomation created · automationAutomation14. Aug., 18:15
CLLora
automation.createdautomation created · automationAutomation14. Aug., 18:15
CLLora
automation.createdautomation created · automationAutomation14. Aug., 18:15
CLLora
automation.createdautomation created · automationAutomation14. Aug., 18:15
CLLora
scheduled_action.createdscheduled action created · scheduled actionScheduled Action14. Aug., 18:15
CLLora
scheduled_action.createdscheduled action created · scheduled actionScheduled Action14. Aug., 18:15
CLLora
scheduled_action.createdscheduled action created · scheduled actionScheduled Action14. Aug., 18:15
CLLora
valuation.createdvaluation created · valuationValuation14. Aug., 18:15
CLLora
valuation.createdvaluation created · valuationValuation14. Aug., 18:15
CLLora
valuation.createdvaluation created · valuationValuation14. Aug., 18:15
CLLora
valuation.createdvaluation created · valuationValuation14. Aug., 18:15
CLLora
valuation.createdvaluation created · valuationValuation14. Aug., 18:15
CLLora
valuation.createdvaluation created · valuationValuation14. Aug., 18:15
CLLora
valuation.createdvaluation created · valuationValuation14. Aug., 18:15
CLLora
valuation.createdvaluation created · valuationValuation14. Aug., 18:15
CLLora
valuation.createdvaluation created · valuationValuation14. Aug., 18:15
CLLora
valuation.createdvaluation created · valuationValuation14. Aug., 18:15
CLLora
valuation.createdvaluation created · valuationValuation14. Aug., 18:15
CLLora
valuation.createdvaluation created · valuationValuation14. Aug., 18:15
CLLora
valuation.createdvaluation created · valuationValuation14. Aug., 18:15
CLLora
valuation.createdvaluation created · valuationValuation14. Aug., 18:15
CLLora
insurance_policy.createdinsurance policy created · insurance policyInsurance Policy14. Aug., 18:15
CLLora
insurance_policy.createdinsurance policy created · insurance policyInsurance Policy14. Aug., 18:15
CLLora
insurance_policy.createdinsurance policy created · insurance policyInsurance Policy14. Aug., 18:15
CLLora
insurance_policy.createdinsurance policy created · insurance policyInsurance Policy14. Aug., 18:15
CLLora
insurance_policy.createdinsurance policy created · insurance policyInsurance Policy14. Aug., 18:15
CLLora
cash_account.createdcash account created · cash accountCash Account14. Aug., 18:15
CLLora
account.createdaccount created · accountAccount14. Aug., 18:15
CLLora
account.createdaccount created · accountAccount14. Aug., 18:15
CLLora
access_grant.createdaccess grant created · access grantAccess Grant14. Aug., 18:15
CLLora
client.createdclient created · clientClient14. Aug., 18:15