Record AUM Location
Record AUM Location
I would like to see the record AUM to be located at the top of the client record instead of on a separate tab. Occasionally it is beneficial to verify the Service Level of a client (Diamond, Platinum, Gold, Silver, etc...) and it would make it easier for some users to be able to see the AUM of the household at the top of the record so they could easily tell if the Service Level of the client needed to be updated, rather than having to find it on a separate tab. This way you could go through the records and tell at a glace whether or not the Service Level needed to be updated.