The client portfolio allows you to view the total portfolio for each client and analyze the information by different criteria.

When all IA codes are selected, all Client Portfolio screens display information for each client with a primary owner/annuitant relationship for an account (or accounts) where any of the multiple selected advisors represents the servicing advisor. All ranking and sorting methods will consider all applicable client records, regardless of the associated advisor. For example, there will not be separate rankings or sorted lists for each included advisor.