SOA Work in Progress
FA
S&T
Client
Report
Type
Scope
Plan
Fee
Insurance
Hours
Work
Stage
Percent
Complete
Draft
Date
Tentative
Date
Client
Appt
New
FUM
New
Recurring
Revenue
User
None
Mike D
Other
Select By
Adviser
ST
Order
Client
Adviser
S&T
Fee
Other
None
None
Stage
Complete %
Scope
Type
Hours
None
None
None
None
Client App
Tentative
Adv Priority
Entry Date
Status
New FUM
Draft
New Revenue
None
None