R-Desktop : Working with the Book of Business : Statistics : Account Ownership Statistics
Account Ownership Statistics
This screen provides information about each account ownership types. It shows the total count and the total market value descending by Market Value. A grand total for the number of plans and the market value is provided.
The upper pie chart displays a representation of the proportion of total number of accounts per ownership type, and the lower chart displays representation of the proportion of total market value per ownership type.
To view Account Ownership Statistics 
1. Follow the procedure Accessing the Book of Business.
2. Select Account Ownership Statistics from the Book of Business list. The Account Ownership Statistics 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 Account Ownership Statistics Columns
Column
Description
Ownership
Ownership descriptions as they appear in the Client Overview screen.
Each description is a link to that, when clicked, searches for and displays a list of all the accounts that fall under the specific ownership category.
Number of Accounts
Number of active plans having the same ownership as of the portfolio date.
Market Value
Total market value for all plans having the same ownership as of portfolio date. The market value for each individual plan is calculated as the sum of the market value of all its assets: demand, mutual funds, equities, terms, fixed income and then summarized based on plan's ownership.
Totals
Grand total for the number of plans and the market value of all plans with assets under the advisor’s portfolio. Represents the sum of "Number of plans" and "Market value" columns.