Smart Search is a feature available from the following areas: Client Management Tab, Clients/Prospects/Contacts pages, and Portfolio Management tab, Accounts.
Smart Search allows you to create client and account searches using multiple data points. With smart search you can mix and match account and client management data into one search. An example of a Smart Search could include creating a search to filter clients over 50 who own 401(k) accounts. This search would include two data points: account category and age.
Once created and saved, you can run searches from the “view” window on the grid-view tool bar within the following pages.
Clients/Prospects, which run searches at the household level.
Contacts (new page under the Client Management tab), which runs searches at the individual member level.
Accounts, which run searches at the individual account level.
In addition, you can use a saved smart search when creating and adding members to a group.