RELATED IDEAS
summary of balances of all clients screen
User is constantly tasked with monitoring balances for all of her clients. Having to change the client code to be able to view the balances for each client, even grouped, rather than ALL clients is slow. A page where ALL balances of ALL banks for ALL clients can be viewed (and even exported to excel) would be really useful.
You can probably get what you want by creating a group for your clients and assigning it to yourself with no other groups.