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Posted over 1 year ago by Brew Wealth
Please add a tab where we can figure out how much of the AUM is not generating brokerage due to Broker code change / AUM transfer?
1 Votes
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Anuj Jain posted over 1 year ago Admin
Dear Sir/Ma'am,
This can be found from Portfolio Screener menu >> Choose Change of broker as Show Only.
Choose between report type Client wise or Folio wise to see the data accordingly.
Regards
Anuj Jain
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Please add a tab where we can figure out how much of the AUM is not generating brokerage due to Broker code change / AUM transfer?
1 Votes
1 Comments
Anuj Jain posted over 1 year ago Admin
Dear Sir/Ma'am,
This can be found from Portfolio Screener menu >> Choose Change of broker as Show Only.
Choose between report type Client wise or Folio wise to see the data accordingly.
Regards
Anuj Jain
0 Votes
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