Add a Report for Advisors to get a breakdown of AuM per client, and on their contact (client/book of business) as a whole
Add a Report to show Advisor AuM per their contacts/ book of business. allowing the report to show their total aum and the breakdown per client.
this would be beneficial for redtail databases which have multiple advisors .
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Eddy Montalvo commented
Yes, it would be great for me to log in and just see what my AUM is versus additional AUM in database for other advisors that are not tidying up their database. It becomes very unreliable. Advisors should have the ability to add themselves as servicing advisor to their clients and choose to have that be the default of what AUM is showing in the landing page.
Similar to me being able to choose that I want opportunities to show when I log in.