Purpose:
Provide estimated annual income totals at the Account and Household levels
Location:
Clients -> Client Detail Screen -> Actions -> Reports360 -> Portfolio (Client Review -> Holdings
Solution:
The following Holdings reports:
- Holdings by Sleeve Level
- Holdings – Household Level
- Holdings – Account Level
Report have been modified to:
- Include totals of estimated annual income at the Account level and then sum those totals at the Household level.
- Show the total current yield at the Account, Portfolio and Household levels. This is calculated by dividing the Total Estimated Income by the Total Sectional Value.