Net New Assets is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

This card is integrated with the AE Wealth Platform. It requires an AE Wealth Platform subscription and the Wealth Platform/CRM Integration to be enabled.

Net New Assets

The Net New Assets card charts the net value (Deposits less Withdrawals) of all AE Wealth Platform financial data over the selected interval for the Rep Codes/Advisors selected. If the linked Wealth Platform user has no Rep Code entitlements, no data will be displayed.

Filters

Click the Advisors or Client Type drop-down in the upper right to filter the data you are viewing.

Note that unlike other Dashboard cards, Wealth Platform Advisors on this card is pulling a list from the AE Wealth Platform of Rep Codes that your user is entitled to view.

• Remove filters by clicking remove by the item name.
• Remove all currently selected filters in a category by clicking in the bottom right.
• Add filters by clicking and selecting the items to add. Click to collapse the selection drop-down.
• Click APPLY to confirm your changes.

Set Date Range

Click the date range in the upper right corner to choose how much historical data to display in the tile. Choose a pre-defined range or set a custom range.

Drill Down

Hover on any line graph point for exact details of that reference point.