MI Reporting💡Feature RequestReporting / Exports / SearchesFeb 3, 2022AUM. Number of households, average age of clients etc.Posted by Andrew Neligan · Feb 3, 2022Status: Accepting Feedback2 comments34
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Comments2
Holly Moody
Aug 15, 2025
Number of households in particular is a really important one for us - currently very long winded and a bit of a ‘best guess’
Richard Bannister
Jun 9, 2025
Or the ability to create an MI report for other to run when they need it.