Year End Prep: AUM Report

Now is a good time to run the ProTracker Assets Under Management report to obtain a preview of the information that you will need in January to prepare your Form ADV filing.  By carefully reviewing a preliminary report now, you can update information sooner rather than later.  January often gets busy with year-end client matters and prospects who have made new year resolutions.  

To run the AUM report, click on Regulatory > Assets Under Management > Preview

For more information press F1 from any Advantage screen to open Help.