• What can I do on the Client Manager page?

  Here are the main things you can do on this page: If you select the options icon on the top right-hand corner of a portfolio as an owner, see all your managers’ client portfolios As a manager, see your own client portfolios As an owner, share client portfolios with managers and/or assign clients their own portal As a manager, share your clients' portfolios to other managers and/or assign clients their own portal An important point to remember: Remember to add a managerFew readers

• What can I do on the Account Management page?

  Note: This page is only viewable by the account owners, not all users. Here are the main things you can do on this page: Add and remove certain custom assets to certain user's portfolios / accounts Manage you broker connections Change details related to the account (Company info and Primary Contact info) View details about the level of licence the account has Change the Default Currency and Default Benchmark for the account Change whether dividend data is entered manFew readers

• How do I create a portfolio?

  You can create a portfolio for a new client or to add to an existing client Here are the steps to create a portfolio: Select create a portfolio Select a base currency for your portfolio Add portfolio custodians/accounts Select Dividend payment type Select a benchmark index for your portfolio Select whether you wish to see asset classes by either Risk Asset Class or Instrument Type An important point to remember: Dividend payment type depends on whether you willFew readers

• What can I do on the Reporting page?

  Here is the main thing you can do on this page: Choose from 1 of 4 downloadable reports in PDF format A few tips to help you make the most of the Reporting page: Select the period and report you wish to produce For the 2 custom reports you can edit the data this report produces by clicking advance settings and then selecting the tick boxes as required.Few readers