Saved Searches

When you want to locate an account or multiple accounts, consider using a saved search.

Using saved searches, you can look for accounts that meet specific criteria - for example, you can use saved searches to locate accounts that are holding between $1 and $10,000 of IBM. By using saved searches, you can organize daily workflows to monitor accounts that meet your predefined criteria.

Account Set Saved Searches

When you want to locate an account or multiple accounts to add to an account set, consider using an account set saved search. Similar to Smart Sets in PortfolioCenter^®, a Dynamic Account Set is a collection of accounts that Advisor View automatically updates with accounts that fit the criteria or rules for the group. Dynamic Account Sets are primarily used to assign account permissions to users in Advisor View.

Composite Saved Searches

You can identify accounts to add to a composite by using saved searches. Using saved searches, you can look for accounts that meet specific criteria - for example, you can use saved searches to locate discretionary, fee-paying accounts that have the same objective (such as aggressive accounts).