Available in Advisor and Office Analytics, the new Clients by Planning Type chart provides a clear and concise way to view the total number of clients using Foundational and Advanced Planning.
Users can expand the chart to gain insights into the percentage of clients using each planning type.
Or click View Clients to see a more detailed breakdown that includes the Client Name, Age, Net Worth, and Total Assets.
This new chart is available by default as part of Advisor Analytics in our eMoney Plus, Pro, and Premier packages.
In addition, to the new Clients by Planning Type chart, we’ve released six new filters to Advisor and Office Analytics.
Finally, a new Planning Type field has been added to the Client Export Template.