Object views in the "Customers" area
For example, you can select a holder by clicking the corresponding name in the client list and thus open the holder view. Then you see the holder's profile in the navigation pane above. Below, you find the master data, activities and linked objects as well as the analyses similar to the worksheet structure in Infront Portfolio Manager according to the assigned workspace profile (web).
The search or selection of an object (for example, a holder or a portfolio in the client and portfolio lists in the "Customers" area) takes you to the corresponding object view. To select a holder or portfolio from the lists in the analysis area, follow these steps:
- In the Explorer, open the group or securities account filter containing the object that you want to open.
- Click the name of the holder or portfolio (in the "Name" column).
The corresponding holder or portfolio view opens.
The objects in the "Customers" area:
- Holder
- Portfolios
- Securities accounts
- Accounts
- Prospects
For more information on the views of the securities account objects, see the corresponding section starting from "Holder" object window.