The Accounts Page
There are two different types of accounts, displayed in different tabs:
Sort, Search and Filter Accounts
You are able to search, sort and filter accounts:
A click on the “Filter”-button opens the Filter Menu. You can filter by Package and/or Investor Types
You can sort the accounts table several ways by clicking the “Sort by”-button. As default, the table is sorted by AUM: High->Low
You can search for advinda and Custom Accounts using the search bar.
Creating an Account
Click the “New +”-button to create a Custom Account.
Complete the information, required fields are marked with an asterisk (*). Click Save and the Account will be added to your Custom Accounts list and, if you are working in a team, it will be automatically visible to your team members.
The Account Details Page
The account details page shows information on an account in four separate sections:
This section provides the asset allocation of the account as well as investment structure and focus if it is available. In addition to that, you may find the amount of new investments made in that year, who the investor is responsible for and who their auditor and/or consultant is, if applicable. Earlier years can be browsed by clicking on the year tabs.
Additional Relevant Contacts in Parent Accounts
Some accounts may be subsidiaries of larger groups. In this case, the relevant investment decider may not be present at the subsidiary but decisions may be carried out at the parent instead. If you do not find the contact you need in an account, make sure to also check the parent account for relevant contacts. In some of these cases we may only put the CIO of the parent company as the only contact on the subsidiary accounts if no relevant contacts can be found on the subsidiary level.
In the example shown here, you can see the “Bayerische Architektenversorgung” only has 1 contact, in this case the CIO. When opening the account though, it shows that it belongs to the Group “Bayerische Versorgungskammer / BVK” which itself has 12 contacts including investment deciders for different asset classes like Infrastructure, Private Equity, Real Estate, etc.
Asset Allocation on Subsidiary Level
advinda reports the asset allocation on the most granular account level to ensure as much detail as possible. This, in turn, leaves some of the larger accounts in our database without an asset allocation. Please refer to the account’s subsidiaries in this case to benefit from the detailed view of their asset allocation.
As an example, when viewing the “Bayerische Versorgungskammer / BVK” account, you won’t find an asset allocation despite its large AUM. The asset allocation, however, can be found on all its subsidiaries such as: “Bayerische Architektenversorgung”, “Bayerische Ärzteversorgung”, “Bayerische Apothekerversorgung”, etc.
Mobile Accounts page
Due to the limited screen size of mobile devices, the advinda mobile user interface looks slightly different than the desktop version: