November 29, 2018
Question Asked, Question Answered:
Let Technology Do More!
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.
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