Portfolio Operations
Analyze a Client Account
Open a client account and review its portfolio summary, performance, risk and allocation in the Analyze workflow.
How to Analyze an Account
YouTubeGenesis Guide video tutorial · 21 sec
Analyze brings the selected client account into one analytical workspace so you can review the portfolio before a client conversation.
How to access
- Open Clients.
- Select the client and the account you want to review.
- Open the account's Analyze view.
- Review the portfolio summary, performance, risk and allocation sections.
- Use the same account context as you move between analytical sections.
Related topics
- Client accounts
- Portfolio risk
- Performance
- Allocation