assets under management
Assets Under Management (AUM) Report to allow for Joint Fieldwork Commission Splits Customization.
For example, I currently have 48 clients with brokerage accounts that show up in my AUM Tracker/Report - 35 of which are my individual clients that I'm compensated on fully, and 13 of which I work on jointly with other colleagues on my team (that I'm compensated on 50% of those account's values).
It would be nice to have a customized report feature/option, where I could select those 13 specific accounts to only show as 50% of their value in my personal report (since that's the amount that I'm compensated on) - WITHOUT requiring me to Export my list to Excel every time, to make that specific adjustment.
Thank you