Client Structure | Infront Advisory Solution

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

Click the "Configure" icon to configure the following settings of the "Client structure" 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.