We recently moved from desktop and were very unhappy to discover that with the move to cloud, none of our client accounts show under the AUM on the client summary page unless each and every one is opened and updated manually to check 'Managed'. (Note: we import all of our accounts from PortfolioCenter.) We worked with folks in support and were told that this is not possible - but I don't understand why the system could not just be setup to default list each account under the Asset tab to 'Managed'. It's much easier to uncheck the very few that would be 'Unmanaged' than the other way around. As a general rule,  we are primarily listing and monitoring accounts we manage. 

We were informed that this will be yet another concession we have to make in moving to the new system - to now find a workaround to both cleanup all of our existing client records, and then add steps to our regular processes to monitor this on a regular basis so any new accounts are captured. When households have many accounts (which is common) this can become quite cumbersome. (More work for us when time is better spent elsewhere.) 

I would like to request that the programmers consider updating, or allowing a user preference, on how to default accounts listed in the system. Junxure desktop did not have this issue so this has been a step backward for us.