Clients·Marlene Richter
Portfolio Transactions Conversations Activity Lora Memory Network Access
Access
What Lora may do on Marlene Richter'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
Access log
Every time this client's data was read or shared
WhoActionInformationCategoryWhen
CLLora
account.createdaccount created · accountAccount14. Aug., 18:15
CLLora
client.createdclient created · clientClient14. Aug., 18:15