Dashboard Card: Managed and Non-Managed Accounts

Dashboard Card: Managed and Non-Managed Accounts

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

Managed and Non-Managed Accounts

The Managed and non-managed accounts Card displays a comparative bar graph of assets marked Managed vs not. To be included, the assets have managed/non-managed positions and reside on a Record with a Classification of Client, have an Advisor 1 assigned, and have no Termination Date.

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.

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