The manager module allows Financial Advisors to view, manage and analyze clients' portfolios from one place.
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Overview
Log into Canopy, to see the list of all your clients' portfolios to which you have been given access to, as shown below.
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Click on the link below to understand more on how to use the Visualizer tool;
Portfolio Summary
The Summary Value is the first of the client summary pages that will give Admin users an overview of their clients’ portfolios in one view
Feature Specifications:
- The Portfolio Summary page will display a table with the following fields
- Name, Username (column selector), Base CCY, Net Worth, Assets, Liabilities, MTD, QTD and YTD Performance.
- Performance fields will display values and percentages
- Name, Username (column selector), Base CCY, Net Worth, Assets, Liabilities, MTD, QTD and YTD Performance.
- Other Information:
- This feature will be available to all Partner Admin and Relationship Manager roles.
- Device Support: - All features available on web will be available in tablet and mobile views.
- Browser Support: - All features should work the same across all browsers.
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