View investments across your book(s)

Watch video tutorial: https://vimeo.com/190245187

 

Once an account becomes monitored under an Investment Policy, the investments and watch list status will be aggregated in the Book of Business/Investments view. This section lists all investments in monitored client accounts, the number of client holdings with that investment on the watch list, the number of share classes of that investment which are held and the aggregated asset value invested across the book of business.  

 

You can drill further into an investment to see client by client detail on the share class held, applied watch list trigger, watch list status, and asset value.  

 

You can view the watch list evaluation, manage any watch list overrides, launch the investment factsheet or start the investment change process for investment removals or replacements.

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