Top Clients

Top households and accounts by AUM

Chelsea Flood avatar
Written by Chelsea Flood
Updated over a week ago

This insight highlights the top 5 clients in your practice and is determined by a client's assets under management. Atlas gives you the flexibility of reviewing top clients by accounts or households. 

This insight also enables you to quickly determine which clients make up the largest percentage of your book, allowing you to prioritize important review meetings and succession planning for your top clients. 

Did this answer your question?