AUM - Report AUM growth periodically
It would be great if we could run a report that tracked AUM growth (monthly/quarterly/annually)
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
Dennis Shao commented
I would like to see the option where when I run a AUM report or client report on 'X' date that I can compare it to a prior date, 'Y', to gauge the growth or decline of AUM and household/family assets. I currently run quarterly client reports to get an idea of the demographic as well as AUM. However, sometimes I am not also able to gather accurate date on (i.e. assure that the data collected each quarter end occurs exactly on the same day each year). A search feature to select a certain date to run such a client report would be awesome.
Joel Magruder commented
AUM tracking - - it woudl be good to identify what caused significant changes in the aum... hence - - my aum has changed not due to market conditions but I am un-able to determine why? Example... we have added 2 million in new aum the last 5 days...but my aum has fallen by 3 million in a rising market. Apparently, some of the data feeds must have stopped -- but I don't know which ones?