Accounts by Investment Model is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

Accounts by Investment Model

Accounts by Investment Model shows a treemap chart of the most-used investment models across all managed assets for the firm and the percentage they make up of the Assets.

To display here, an asset must be open, set to Managed, and have an Investment Model defined. The Record must have a Classification of Client, have an Advisor 1 assigned, and have no Termination Date.

View By

Click the View By drop-down to choose between viewing the Top 10 or Top 20.

Set Advisors

Click the ADVISORS drop-down in the upper right to adjust whose assets you are viewing.

• Remove advisors by clicking remove by the user name.
• Remove all currently selected advisors by clicking in the bottom right.
• Add advisors by clicking and selecting the users to add. Click to collapse the selection drop-down.
• Click APPLY to confirm your changes.