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Multiple Portfolios

Experience complete portfolio isolation. Syndicate across portfolios, run Portfolio Reports and compare portfolio performance. Arrange your Portfolio accounts in groups based on Grade, Location, Industry, etc.

Splitting your company’s long list of clients and accounts into several portfolios allows to compartmentalize the data into isolated silos which limits the exposure of employees to only the accounts that they are in charge of. The protfolio data is visible only to the portfolio holder and his management.

A Portfolio has:


Portfolio Manager

Monitors and services groups and account within the specified portfolio only. Develops portfolio independent key performance indicator (KPI) metrics monitored by management via a total standings report.

In this example, this portfolio containes account group A and B

Account
Group A

Monitors and services accounts of the specified group only. Account group could be used to grade accounts (A, AA, AAA) or to group by Time-Zone or Industry

Account
Group B

Monitors and services accounts of the specified group only. Account group could be used to grade accounts (A, AA, AAA) or to group by Time-Zone or Industry

Accounts

Monitors and services accounts of the specified group only.

Accounts

Monitors and services accounts of the specified group only.

Groups could be arranged to reflect any organizational need for example risk category or geographical location and can also be used to divide the portfolio into people/groups in charge of servicing a specific list of accounts. One portfolio supports up to 5 groups

'The Total Report' Real-time reporting dashboard with KPI per Portfolio and a total Summary

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