Explorer
In the "Customers" area, to the right of the navigation pane, you find the Explorer. Users of Infront Portfolio Manager are already familiar with the Explorer in a more complicated form. In the Explorer, you see the zones activated for you (by means of the user administration). Expand these "folders" with the help of the arrow to see the objects below and select them with a mouse click. Here, you find groups and securities account filters with securities account objects. Click to open the lists with holders, portfolios or prospects in the analysis area.
When composing the lists in the Explorer of Infront Portfolio Manager for Infront Advisory Solution, make sure to create lists containing only holders, portfolios or prospects, respectively, in the groups and securities account filters. Do not "mix" them.
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