Two new columns have been added to the Client Export in your Reporting area. In order to help you report on your clients’ AUM within a certain age range, as per users’ feedback, we have added Age and AUM to the client export for you to manipulate the data in Excel and use as you wish! Many other use cases but that’s the one you guys asked for! 🚀

Improvement: Client Export now includes Age, and AUM figures

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Improvement: Client Export now includes Age, and AUM figures