Sean Anderson

Instead of using Report Groups in the Report Builder app, you can use the Grouping Manager app to create groups that update dynamically by using various filters.

If you run reports at the account level, you can create groups based on custodian. This means, any time a new account is created that has the same custodian as your filter, it is…[Read more]

The RMD Dashboard app rolled out in August of 2014. It is a great tool to help you ensure that your clients of a certain age fulfill their RMD requirements.

Information from the RMD Dashboard can be viewed on Reports, in Insight, on the Client Portal, and soon to be Rep Portal. Check out the RMD Dashboard Checkpoint in the Reporting Trail for…[Read more]