Client Structure
The "Client Structure" widget shows the client's assets by portfolio. In addition, you see the total number of the portfolios included.
Point to a segment in the doughnut chart to see the name of the segment, the share in percent and (in brackets) the number of portfolios in a segment.
Example
Element | Description |
---|---|
Client group | All client groups are shown by default. |
Currency | From the drop-down list, select a different currency for the display, if necessary. |
Confirm your configuration by clicking the "Apply" button.