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WMA operational overview

WM Advisors

Welcome

Operational overview and quick access to work areas.

AUM...

Client balances (AR/AP)

View of pending amounts by client.

There are no pending AR/AP balances.

AUM by participation

Current amount allocated to each participation.

No participations with balances yet.

Cumulative AUM by client

Monthly accumulated contribution trend for each client.

No investment history available yet.

AUM by primary RM

Total invested amount grouped by primary relationship manager.

AUM by referrer

Total invested amount grouped by the person who referred each client.