5.6.8 Using Investment Advisor Tab

About Investment Advisor Tab

The Investment Advisor tab allows you to perform a comprehensive analysis of Investment Advisors associated with the case. The Investment Advisor tab has the following sections:

• Investment Advisor List: details the list of investment advisors associated with the selected case.
• Investment Advisor Details: provides complete information of the selected investment advisor.

Viewing Investment Advisor List

This section allows you to view the list of investment advisors associated with the selected Account.

Viewing Investment Advisor Details

This section allows you to view and analyze the complete details of the selected investment advisor.

Viewing Investment Advisor Details

This section displays the detailed information of the investment advisor such as a number of sub- accounts, assets under management, and investment style.

Note:

You cannot modify the details of investment advisors.

Viewing Investment Advisor Summary

The Summary section displays a summary of transactional activities for the selected investment advisor. Summaries are displayed on a monthly basis for the five months previous to the date of last transaction performed by the selected investment advisor.