1. Click on the ‘Business performance’ button at the top of the homepage.
2. Your assets under management will be displayed at the top of the screen. These include ‘Current Asset Holdings’, ‘Pending Cash Transfers In’, ‘Pending Asset Transfers (Re-Reg)’ and ‘Total of Asset holdings’. Highlight or hover over each section to display results.
- The assets under management are also displayed within a graph with changeable filters to edit the date range.
- The ‘Product Summary’ highlights the percentage split of products your clients hold and the ‘Client Summary’ highlights the segmentation of clients by account value.
- The ‘Adviser Snapshot’ will show you a list of advisers, their total number of clients, assets under management by adviser, and their fees received year to date.
- The ‘Adviser flows’ graph illustrates the monthly flows broken down by adviser. It shows the total net flow/total market movement and the total month end change and you can filter this to show past months if required.
- The final graph displays the ‘Fees received’ and can be can filtered by adviser and date range. By ticking the coloured boxes you can choose which fee types to display on the graph.