The Accounts Page

The Accounts page lists all of your financial accounts and reporting groups, such as SMAs, brokerage accounts, etc. This page gives you access to a number of commonly used features of Advisor View, including generating PDF reports and creating and maintaining account information and reporting groups.

Maintaining Accounts in Advisor View

To help you run your operations most efficiently, we recommend maintaining account and group information directly in Advisor View. If you maintain your groups and client information in your portfolio accounting system, you'll need to sign into your portfolio accounting system to update client information, make the necessary changes, and then synchronize the data to Advisor View.

Create and Manage Partial Ownership Accounts

Percentage ownership allows you to provide a clear picture of jointly owned accounts without lengthy manual processes—you can create a partial ownership account that derives financial value and information from a real financial account in your system so that you'll have the same granularity and flexibility you have with all our reporting.

Create Generic Demonstration Accounts

You can use partial ownership accounts to create realistic accounts for demonstrations. They will be based on actual assets under your management and you'll never have to worry about compromising your clients' confidentiality since new ownership accounts are created with no client-identifying data.

Using Working Lists

Learn more about creating and using working lists. Working lists are a list of accounts and/or groups you can create for any reason that don't require any common characteristics. These lists can then be used to filter pages throughout Advisor View.

Configure the Default Account Template

Learn how to configure the default account template for your firm. This feature allows you to save a collection of account settings and then apply these settings to new accounts.

Account Templates

Learn how to create and use account templates to save a collection of account settings and then quickly apply these settings to new and existing accounts.

Create, Close, and Delete Accounts

See basic details about how to create, close, and delete accounts in Advisor View.

Re-Open a Closed Account

See steps for how to re-open an account that was closed.

Exclude an Account From Net Worth

Learn how to exclude an account from net worth reporting.