Jason Glissman

Below is a list of commonly used billing queries in our system. If you use any queries on a frequent basis that aren’t listed here, comment in the section below. Your custom queries may be useful to other advisors!
Household Level

All Households – All Households within the system.

Not Ready – Status that households can be set to so a b…[Read more]

The “Managed” checkbox that is available at the Account, Asset, and Product level controls whether that entity is included in Performance and Reports.

For example, if you do not want your cash assets included for performance/reporting, you can unmanage individual cash assets or the product to exclude it for your whole database.

Did you know you can schedule data queries to run to your notifications? Never forget to run your business management queries again.

As an example, you can have your New Accounts query scheduled to run every Monday to review how many accounts opened in the previous week.

Check out the “Schedule a Data Query” Assist for instructions on how to accomplish.

Did you know you can schedule data queries to run to your notifications? Never forget to run your business management queries again.

As an example, you can have your New Accounts query scheduled to run every Monday to review how many accounts opened in the previous week.

Check out the “Schedule a Data Query” Assist for instructions on how to accomplish.