R-Desktop : Working with the Book of Business : Statistics : Client Demographics
Client Demographics
Three charts are available on this screen, including market value %, age group and gender.
This screen provides an age comparison that includes the number of clients and percentage for each gender along with their age categories. A grand total line is also provided along with the percentage for each column.
Only CIFs that are the primary owner of at least one plan account that has assets are considered for the list.
The age statistics are calculated based on the primary owner's date of birth and the portfolio date.
Total market value displays the information from the Market Value % column. The graph is broken down into sections by age group with each section displaying age groups respective to market value %.
The gender statistics are calculated based on the gender of the primary owner.
To view Client Demographics 
1. Follow the procedure Accessing the Book of Business.
2. Select Client Demographics from the Book of Business list. The Client Demographics screen appears.
3. If applicable, click Next Page to view this summary for additional clients.
4. If you only want to view records from a specific advisor, select from the Advisor list.
Description of Demographics Statistics Columns
Column
Description
Age
Predefined age ranges list. There is an option called "Age not provided" where all primary owners that did not provide a date of birth are grouped.
Each description is a link to that, when clicked, searches for and displays a list of all clients whose age falls between the selected range.
Male
# - the count of all male primary owners having at least one plan account with a positive market value as of the portfolio date.
Each description is a link to that, when clicked, searches for and displays a list of all males that fall between the corresponding age range in the Age Group column.
Female
# - the count of all female primary owners having at least one plan account with a positive market value as of the portfolio date.
Each description is a link to that, when clicked, searches for and displays a list of all females that fall between the corresponding age range in the Age Group column.
Not Specified
# - the count of all primary owners that did not provide the gender having at least one plan account with a positive market value as of the portfolio date.
All values listed under this column include hyperlinks that will search and display a list of all the clients whose gender is unspecified and fall between the corresponding age range in the Age Group column.
Total
# - the count of all primary owners having at least one plan account with a positive market value as of the portfolio date.
% - the percentage of primary owners, by age, compared to the total number of primary owners.
Market Value
Displays the total market value for the specified age group range and advisor(s).
% - Displays the market value as a percentage for each age group and specified advisors. Calculated as the market value for each age group divided by the total market value for all age groups x 100.