Clients · Wealth Cockpit

View

Top

Rank by

Advisor

Segment

	Name	Family Head	AUM	PAN	Mobile	Email	UserName	Advisor	Actions

	#	Name	Members	Total AUM	Revenue YTD	Primary advisor	Next review	Drift	Alerts	Actions

#	Name	Role	AUM	Revenue YTD	Primary advisor	Risk	Drift	Alerts

Family (aggregate row · click to expand) Unaffiliated client (leaf row) Row → investor profile · name → client workspace · family → family workspace