# Assets Under Management

**GET /api/v1/metrics/aum**

Get a breakdown of the Assets Under Management for a firm.


## Servers
- https://api.plannrcrm.com: https://api.plannrcrm.com ()


## Authentication methods
- Personal access token & O auth2


## Parameters


### Query parameters
- **filter[agency_in_your_name]** (boolean)
  Filter the AUM to only include plans that are in the firm's name. False = all, true = only plans with agency in your name

### Body: application/json (object)

- **date** (date)
  The date which you would like to run the key metric from.


## Responses
### 200


#### Body: application/json (object)
- **data** (array[object])
  The Assets Under Management calculations for a firm on the current date or the date submitted.<br>
  <strong>`data.total`</strong>: Total of all investment, pension, cash plans.<br>
  <br>
  <strong>`abstract_types`</strong><br>
  <strong>`data.abstract_types.assets`</strong>: Total of all assets.<br>
  <strong>`data.abstract_types.liabilities`</strong>: Total of all liabilities.<br>
  <strong>`data.abstract_types.protection`</strong>: Total of all protection.<br>
  <br>
  <strong>`plan_types`</strong><br>
  <strong>`data.plan_types.annuity`</strong>: Total of all annuities.<br>
  <strong>`data.plan_types.cash_account`</strong>: Total of all cash plans.<br>
  <strong>`data.plan_types.fixed_asset`</strong>: Total of all fixed asset plans.<br>
  <strong>`data.plan_types.general_insurance`</strong>: Total of all fixed general insurance assets.<br>
  <strong>`data.plan_types.group_protection`</strong>: Total of all fixed group protection assets.<br>
  <strong>`data.plan_types.investment`</strong>: Total of all investment plans.<br>
  <strong>`data.plan_types.loan_credit`</strong>: Total of all loan credit plans.<br>
  <strong>`data.plan_types.mortgage`</strong>: Total of all mortgage plans.<br>
  <strong>`data.plan_types.pension`</strong>: Total of all pension plans.<br>
  <strong>`data.protection_policy.pension`</strong>: Total of all protection policy plans.<br>


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