Account Designation Statistics
This screen provides the three types of plan account designation with their corresponding number of plans and market values. These categories are Nominee Name, Client Name and Third Party.
The default sort is market value in reverse, but it can be changed to number of plans when clicking the appropriate column heading. A grand total for the number of plans and the market value is also provided.
Only plan accounts that have assets and a positive market value are displayed.
The screen also has a pie chart that shows the proportion of each of the three account designations based on their corresponding number of plans. You have the option to change the graph by using the corresponding market values.
To view Account Designation Statistics
2. Select Account Designation Statistics from the Book of Business list. The Account Designation 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 Designation Statistics Columns
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Designation | The account designation as it appears in the Client Overview screen. |
Number of Accounts | Total number of accounts having assets (a positive market value) in each category as of the portfolio date. |
Mkt Value | Total market value for all plans in each category 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 designation. |
Totals | Grand total for the number of plans and the market value of all active plans under the advisor’s portfolio. Represents the sum of the "Number of Accounts" and "Market Value" columns. |
Charts | Two pie charts are displayed: • Accounts • Market Value |