Workaround to report on objects in the financial services industry vertical?
I am leveraging several financial services - wealth management objects (financial accounts, transactions, financial products, households) and need to be able to report on the details below. It appears that On Demand Answers still does not provide the ability to source tables in this industry vertical in R19 (outside of Portfolio and Households - both which don't aggregate on their own records from related objects).
Thoughts on the ability to perform the following? (using all OOB objects):
An aggregate of...
1) the $ sum of transactions related to a financial account (there is no rollup option on the financial account, looking for a total simular to the revenue field that sums across all related opportunity product revenues)