When you create a grid within the Assets workspace, the option to "select" all records/assets is unavailable like it is with records; therefore, you cannot send a mass email out too a list of clients with certain custodians, assets, etc.

It would be helpful to be able to run a list of clients who have accounts at a specific custodian and be able to send them a mass email when there are major changes going on with the custodian, and there is no easy way to do this in Junxure. We can't even add a tag en masse to the list of clients who have accounts at a specific custodian because there is no option to select them.

Another example might be if a certain security was held by multiple clients, and an advisor wanted to send out an email to anyone who has that asset; apparently you can't do that in Junxure.