AUM Historical Tracker
Would like to have the ability to see how the AUM has grown over the years as shown in Redtail. This would be incredibly helpful as we are constantly bringing on new clients and we would really like to see our growth rate as represented in Redtail
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Chris commented
Would be great if we could track new AUM accounts year to date and month to month so we can track out sales growth.
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Anonymous commented
Assets Under Management for Biagini Grassi Advisory Group need the values showing on both 02/19/2020 and 03/23/2020 email is mbiagini@biagini-grassi.com or my cell 917 979 0927 pleaase this is inportant
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Anonymous commented
Mark Biagini asking for two valuations as of 02/19/2020 and 03/23/2020 to help with a succession plan my e mail mbiagini@biagini-grassi.com or 917 979 0927 this is for assets under management please urgent