With Streem Connect you can get balance alerts on your clients accounts. These alerts come to you only and will not go to the client themselves.
By clicking the pencil icon to the right of the alerts on your account table you can set both a low and high balance alert. When you account triggers one of these thresholds it will highlight in colour on the table and send you an email alert.
This gives you a great opportunity to offer your client advice on their accounts. Whether you need to offer a financial intervention or review, or advise them that there may be a favourable opportunity to consider tax planning strategies.