Discretionary and Non-Discretionary Accounts is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

Discretionary and Non-Discretionary Accounts

The Discretionary and non-discretionary accounts Card displays a comparative bar graph of assets marked Discretionary vs not. To be included, the assets must reside on a Record with a Classification of Client, have an Advisor 1 assigned, and have no Termination Date. Assets that are not managed or have a zero (0) value will not be shown.

Set Advisors

Click the ADVISORS drop-down in the upper right to adjust whose Records you are viewing.

• Remove advisors by clicking remove by the user name.
• Remove all currently selected advisors by clicking in the bottom right.
• Add advisors by clicking and selecting the users to add. Click to collapse the selection drop-down.
• Click APPLY to confirm your changes.

Drill Down

Hover over a bar on the graph for additional details on the number of accounts included and the percent of the firm total they make up.

Click a bar on the graph to bring up a Grid of Records that make up the total of the bar.

• Use the Search box to search by Record Name.
• Click to export the Grid to CSV. You may select additional columns of data to include before downloading the CSV.
• Click any row or GO TO GRID to be taken to the Record workspace.