Book of Business Summary

R-Desktop : Working with the Book of Business : Book of Business Summary

This screen includes a table with the following information: Advisor, AUM (Market Value), Commission Generated, Fees Generated, Annual PAC Amount and Annual SWP Amount.

To view book of business summary

1. Follow the procedure Accessing the Book of Business.

2. Select Book of Business Summary from the Book of Business list. The Book of Business Summary screen appears.

3. To add an advisor to the Advisor drop-down list, click the Advisor Find button.

4. If applicable, click Next Page to view this summary for additional clients.

5. To load more records, click the Get More button.