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 three separate sections:
Mobile Accounts page
Due to the limited screen size of mobile devices, the advinda mobile user interface looks slightly different than the desktop version: