Contact by AUM report
Include option to go by "Family Assets"
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Brad commented
AUM by family. One more vote here!!
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Margot commented
Please add report option showing a household's total portfolio balance. Currently have to total each individual acct to get total a HH balance.
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Gary commented
We also would like to see Families by AUM report option.
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Joe commented
The Contacts by AUM report is one of the most valuable reports, but is of sub-par usefulness without an option to combine families, since the family unit is usually how advisers rank their clients.
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Kate commented
We only ever look at our clients on a "family" or "married couple" level. This is crucial when running a report for our Top Clients.
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Dick Havican commented
The Top-N report "contacts by AUM" should have an option "AUM by family"
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Charles commented
For Top-N reports, can we be able to filter by individual client OR include the Family accounts like we are able to do from the Account Screen?
If we rate a household on an A, B, C, D, F scale, it would help a lot to be able to run that nice aggregating report and combine household accounts. It can be the difference of a lot of time spent going through, looking for each others' spouses and seeing what they all have together as a family.
Having it all together in one report would help much more than going to each person's account and clicking to "Show Family Accounts" in the Accounts section from a time-saving standpoint.