Add acquired firm

Registers the firm on the pipeline, derives its advisor roster and household book, and optionally instantiates the standard eight- workstream integration plan.

1 of 1 named systems have a live pipe

Firm profile

Firm nameAUM ($M)HouseholdsAccountsAdvisorsCustodian

Deal terms and schedule

StructureDeal stageClose dateIntegration startTarget completeModeled synergy ($K)

Source systems in scope

Category	Vendor	Contract end	Pipe status
			—

Apply the standard eight-workstream integration plan on creation