Dashboard Card: Top Clients by AUM with Overdue Actions

Dashboard Card: Top Clients by AUM with Overdue Actions

Top Clients by AUM with Overdue Actions is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

Top Clients by AUM with Overdue Actions

The Top Clients by AUM with Overdue Actions card displays all clients that currently have overdue actions, ordered by AUM, descending. Clients are displayed by pages, 10 per page.

Client is defined as a Record with a classification of Client

, an Advisor 1 set, and no termination date. Clients with no managed assets will not be included in the results.

Each client row displays the Record name, AUM, Service Level, Number of Overdue Actions, and the assigned Advisor.

Filter by Advisor, Type, Category, or Service Level

Click the Advisor, Type, Category, or Service Level drop-down in the upper right to filter the Actions you are viewing.

  • Remove filters by clicking remove by the item name.
  • Remove all currently selected filters in a category by clicking in the bottom right.
  • Add filters by clicking and selecting the items to add. Click to collapse the selection drop-down.
  • Click APPLY to confirm your changes.

Drill Down

Click any Record name to be taken directly to that record.

Click the arrow at the end of any row to view a Grid of all the overdue Actions for the selected Record. Click VIEW ALL CLIENTS at the bottom of the card to see a Grid of all overdue Actions.

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