Create a second value for AUM based on account type. Total value for a specific asset type or category to display on the main today page.
Create a radio button or check box in the edit account field that designates an asset as "fee based" or "managed money", to separate commission based assets on the books from fee based assets on the books. This makes it easier to see the total AUM (fee based) for a quick view of those assets that are generating a fee based compensation.
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