InvestWell Helpdesk
How can we help you today?
Improving Brokerage Tracking in Investwell
1 Comment
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
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 person likes this idea