Real-time SMS alerts for every type of account activity — straight to your phone.
📈 Opportunity Alert
Alex, your Henderson property is up 18% this quarter. This may be a good time to review your position. Reply YES and I'll flag it for your advisor. Reply STOP to opt out. Msg & data rates may apply.
⚠️ Liability Alert
Alex, your EZ Pass account has an unpaid balance that is 38 days past due. Reply YES and I'll handle the resolution for you. Reply STOP to opt out. Msg & data rates may apply.
🔔 Account Update
Alex, your savings balance has dropped below your $10,000 threshold. Reply YES and I'll review your accounts and send you a summary. Reply STOP to opt out. Msg & data rates may apply.
📈 Billie Takes Action
Alex, your Henderson property is up 18% and I've identified a window to increase your position. Reply YES and I'll coordinate with your advisor to act on this opportunity. Reply STOP to opt out.
⚠️ Billie Resolves Issue
Alex, your EZ Pass balance is 38 days past due and at risk of a registration hold. Reply YES and I'll initiate the resolution process with your account team on your behalf. Reply STOP to opt out.
🔔 Billie Confirms Action
Alex, your savings balance has dropped and your portfolio may need rebalancing. Reply YES and I'll review your accounts and schedule a recommendation with your advisor. Reply STOP to opt out.