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Siebel eFinance Guide > Investors >
End-User Procedures
The following end-user procedures are described in this section:
- To add an investor
- To display an investor organizational chart
- To add a holding
- To add a team member
- To track coverage roles
- To display a list of transactions by investor
- To display a list of holdings by investor
In Siebel eFinance, Investors are buy-side firms such as money managers, mutual funds, or pension funds. The Investors screen provides a mechanism to capture the securities interests and trading transactions specific to the retail and institutional securities industry, unlike the Companies screen, which is used to capture organizational profiles.
Any client can be a potential investor; adding clients to an Investors list allows end users to record more information about the potential investor. When a client becomes an investor, end users can then perform queries that can help them better service the client's needs.
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Siebel eFinance Guide Published: 20 October 2003 |