Dashboard: Today's Overview - Dashboard

When logging into your database, the default login page is your Today's Overview page (which is otherwise accessible under Dashboard --> Today's Overview):


There are several components to this page.  Here we'll take a look at the Dashboard component on the right-hand side of the page:

The Dashboard section of your Today's Overview page allows you to see at a glance a broad overview of your Assets Under Management.

The first box in the Dashboard indicates the total value of your Assets Under Management (AUM) as well as the Average Portfolio value of all Portfolios within your database. Note: the Average Portfolio value is calculated by dividing the number of portfolios (not accounts) within your database.  Accounts within portfolios that have 1) a zero balance or 2) a Status other than Open will not count towards the value of an individual's Portfolio value, and will thus not affect the Average Portfolio value for your database.  Note as well that this means if an individual has only accounts that fall under one or both of those criteria, their Portfolio will not be included in the divisor when calculating Average Portfolio value for your database.  To illustrate, say that you have 400 clients in your database with Open accounts that have a balance other than $0.  You have 5 clients in your database who only have accounts at a status of Under Review, or Closed, or Pending.  And, you have 50 clients in your database who only have accounts with a balance of $0.  When calculating the Average Portfolio value for your database, the total value of the Open accounts of the first 400 clients would be divided by 400, rather than by 455, as those 55 clients don't have any accounts that would trigger the system to recognize them as having a portfolio to be included in the calculation.

The second box breaks down all of your accounts by status:

Open accounts are active accounts.

Pending accounts are missing some information such as an account number.

Accounts Under Review still need approval or review – you will primarily see this status with insurance accounts.

Closed accounts are no longer active.

Unlinked Accounts are accounts downloaded from Albridge Solutions (or another account aggregator) that have not yet been linked to a client. You can click on the number next to Unlinked Accounts to view these accounts.  This will carry you to your Unlinked Accounts Report, where you can click Run Autolink to automatically link up those accounts that can be linked automatically or research those accounts that cannot.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk