Starting from the full clients or households list, advisors can view their entire book of business.
The default list views include predefined filters so that advisors can quickly drill in to create actionable lists. With just a few clicks, advisors can dynamically update the list with different filter criteria. For example, apply a filter to show only clients with financial accounts totaling at least $500,000.
And voila! Just like that, we’ve got our filtered list of clients.
As an admin, you can customize the underlying reports and custom report types that determine the fields and criteria in the client and household list views.