Investment accounts will provide you with a "Managed" checkbox to indicate whether or not that specific asset is under your management:
This box will be checked by default for all investment entries. This checkbox has no impact on the plan itself, but investments that are managed will be included in the overall "Managed Asset Percentage" widget displayed within the RightIntel Dashboard:
This setting will also display a visual indicator in the client's Balance Sheet that the account is managed. This indicator can be enabled/disabled under the Account Preferences menu in the Advisor Portal.
Assets that are not under management will be considered "Held Away". Assets Held Away can be viewed within the Opportunities tab.
