Overview

Account Monitor is a commonly used tool that allows users to search for accounts and display detailed account information. Accounts track assets, and when the balances are summed, they inform users of the total assets under management for the requested monitoring scope. End users are producers who wish to view the accounts they manage, as well as Back Office users in compliance and administration who need to see the accounts managed by the financial organization. Account information, including the account owners, representatives covering the account, positions within the account, and other descriptive details, can be maintained in the account detail window.

Each account has a set of properties that are defined when creating a new account and stored in the database. You can view this type of information by opening the Account Monitor. This monitor has three tabs. Reviewing the sections below, you can learn more about using each of those tabstab. To access the Account Monitor, click Reporting (1) > Account Monitor (2).

Account Monitor has three tabs described below.:

The Account Search tab allows you to search client accounts. The Account Search screen is divided into two parts.

• Filter Parameters (1)

• Results (2)

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Filter Parameters

The Filter Parameters section has predefined parameters on the left side and 10 action buttons on the right side.

Name

Description

FILTER

Displays the results based on your filter parameters.

CLEAR

Clears everything that you have selected in the filter.

SHOW FILTERS

It shows all of the preset filters that you've created.

UPDATE FILTER

Updates the filter you just modified.

SAVE FILTER

Saves the filter you just created.

MAIL MERGE

Welcome letters or notifications about changes, like address updates, are created.

ADD NOTES

Adds notes to the account.

ANALYZE

Analyzes the account.

DETAIL

Opens the window with details of the account.

DELETE

Deletes the selected account.

Results

The Results section shows the filtered results formatted as the table.

1. Specify the number of records to display on every page and click Enter.

2. Click the Next and Previous arrows to navigate between the results pages.

3. Click the TOTAL COUNT to get the total number of the records.

4. Click COLUMN SELECTOR to select or deselect columns to be displayed. (The selection is user ID based. Each user has to select or deselect the columns to be displayed.)

5. Double-click on the record to display the account details of the selected record.