Hand off your Empower net worth review each week
Every Monday, WebRun opens Empower, checks your total net worth and account balances for a notable change since last week, creates a Trello card summarizing what moved for your advisor to review, and notifies them in Microsoft Teams so the review happens without you having to schedule it.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I hand off a weekly Empower net worth review to my advisor?
WebRun checks your Empower net worth and account balances every Monday, creates a Trello card summarizing any notable change, and notifies your advisor in Microsoft Teams. It never moves money or rebalances anything itself, so a weekly financial review happens on a set cadence without you having to pull the numbers or schedule the conversation.
- A net worth review happens every Monday without scheduling it
- Notable changes get flagged instead of buried in a full statement
- Advisors get a ready made summary, not a raw account list
Built for financial advisory clients · family offices · high net worth individuals · personal finance planners
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
empower.comin a real browser with your saved login - no setup, no API keys. -
1
Empower - check net worth and account balances
empower.com
WebRun opens Empower to check net worth and account balances. - Open Empower and check total net worth
- Note the balance of each linked account
- Compare against last week's figures for a notable change
Done when This week's net worth and account balances are checked against last week.
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2
Trello - create a review card
trello.com How to Automate Trello
WebRun opens Trello to create a review card. - Create a card summarizing this week's net worth and any notable change
- List which account moved the most
- Assign the card to your advisor
Done when A Trello review card is created and assigned for this week.
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3
Microsoft Teams - notify the advisor
microsoft.com How to Automate Microsoft Teams
WebRun opens Microsoft Teams to notify the advisor. - Notify the advisor that this week's review card is ready
- Include a short summary of the net worth change
- Send once each Monday
Done when The advisor is notified the same Monday the card is created.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it move money or rebalance an account based on the review?
No. WebRun never sends a payment, issues a refund, or transfers funds on its own, and it does not rebalance or trade either. It only reads balances and hands off a summary, leaving every decision to you and your advisor.
What counts as a notable change?
Any account balance that moved noticeably more than usual since last week gets called out in the card, so the review focuses on what actually changed.
Will I get a card every week even with nothing to discuss?
Yes, a card is created each Monday for consistency, but it will simply note that nothing notable changed on quiet weeks.
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