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Analysis area

The analyses are shown in the analysis area (area to the left of the navigation pane). Many windows have a toolbar with headers and functions.

For clients, portfolios and prospects, you find a further level of navigation: the Explorer. Here, you can select the groups of clients (holders), portfolios and prospects as well as the corresponding filters defined in Infront Portfolio Manager. On the right of the analysis area, you see the content of the groups or filters, that is, the individual clients, portfolios or prospects. When you select them by clicking their name, the object opens in its corresponding object in its Object view.

You can expand or collapse the Explorer by clicking the arrow icon.

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