Customer groups

In this section you will learn how to efficiently manage any number of clients and their portfolios together.

First, the "Group" object is introduced, which, together with depot filters, helps you to organize large numbers of holders. In the "Filter/Finder" section, you will learn how to use filters to analyze and monitor large amounts of data without manual effort. Optimized evaluations for customers, stocks or material depots make your work easier. Customize the standard templates to your needs and manage all data optimally.