The Advisers role opens up to a full facade with, among other, cards for:

  • Adviser details
  • Instruments – display top 7 instruments in which the adviser’s clients have the highest investments
  • Investor accounts – display clients with highest holdings value and facility to import customer
  • Compliance License – Available products, instruments and Model portfolios
  • Employer clients
  • Fees – including fee portfolios and Fee Report

 

Clients Card

The amount of clients to display on the Clients card can be set on the System Configuration screen:

In instances where the adviser have many clients and ‘Others’ would constitute most of the graph, the average of the ‘Other clients’ will be displayed with (avg) behind.

If (total market value of the top investors) / (total market value of the other investors) > 0.5, total market value is used
If (total market value of the top investors) / (total market value of the other investors)=< 0.5, average is used

The average is calculated as:  Total holdings value of all other clients/number of other clients