Accounts 2018-01-17T08:15:47+00:00

The Accounts Page

There are two different types of accounts, displayed in different tabs:

Clicking the advinda Accounts tab displays a table with all advinda accounts from the packages you have subscribed to. The number of results depends on your subscription.

advinda Accounts cannot be edited. However, they are continuously reviewed and updated by our Research Team.

Accounts: advinda Accounts Tab

Aside from using advinda Accounts you can also set up your own accounts in the application. These are called “Custom Accounts” Custom Accounts can be created by you or by members of your team. You have visibility to all Custom Accounts created.

Custom accounts can also be edited by any team member.

Accounts: Custom Accounts Tab

Sort, Search and Filter Accounts

You are able to search, sort and filter accounts:

Filter

A click on the “Filter”-button opens the Filter Menu. You can filter by Package and/or Investor Types

Sorting

You can sort the accounts table several ways by clicking the “Sort by”-button. As default, the table is sorted by AUM: High->Low

Search

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.

Accounts: Create Account

Editing an Account

If you need to make changes to your Customer Accounts, simply click “Edit” to update the account. Click “Save” and your changes will be automatically visible in the Custom Accounts tab and also to your team.

Accounts: Edit Account

The Account Details Page

The account details page shows information on an account in three separate sections:

Here you will find the contact data for the account as well as the  AUM and investor type. For accounts that were custom created, you will also see who created the account and who modified it last.

Accounts: Details

The contacts section shows all contacts that are linked to the account. If you are missing a contact, you can add it by clicking “New +”.

Accounts: Contacts

The tasks section shows all tasks related to the account. Active tasks are listed on the Active tab, tasks that were marked by you or your team as DONE are automatically moved to the History tab.

Accounts: Tasks

Mobile Accounts page

Due to the limited screen size of mobile devices, the advinda mobile user interface looks slightly different than the desktop version:

iOS

You can navigate between advinda and custom accounts using the bottom bar. Commands can be found at the top.

Accounts: iOS

Android

You can navigate between advinda and custom accounts using the top bar.  Commands can be found at the bottom.

Accounts: Android

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We’d love to hear from you!

Need help using our products?

Our Support Team is here to help.