Assets under management | Infront Advisory Solution

In a doughnut chart, the "Assets under management" widget shows the portfolios divided by asset classes, for example, liquidity, equities, bonds and other asset classes. In the centre of the doughnut chart, you also see the total value of the portfolios under management.

Point to a segment in the doughnut chart to view the corresponding asset class and its share in percentage of the assets under management.

Example

Click the "Configure" icon to change the following settings of the "Assets under management" widget.

Element	Description
Client group	All client groups are shown by default. Select a group for the analysis, if necessary. By using the search icon, you start the familiar search and can select the required group.
Currency	From the drop-down list, select a different currency for the display, if necessary.

Element

Description

Client group

All client groups are shown by default.

Select a group for the analysis, if necessary. By using the search icon, you start the familiar search and can select the required group.

Currency

From the drop-down list, select a different currency for the display, if necessary.

Confirm your configuration by clicking the "Apply" button.