Functions on portfolio profiles

PortfolioProfile.GetKeyList→List(String)

Result: The GetKeyList function returns the list of profile keys defined for the portfolio profile.

PortfolioProfile.account manager→Address

Result: This customer advisor function is obsolete, it provides the address of a possibly assigned customer advisor. Although the function can still be used, we recommend switching to the Advisor, AdvisorNumber, AreaName and AreaNumber functions introduced after the introduction of the advisor objects.

PortfolioProfile.Name→String

Result: The Name function returns the name of the portfolio profile.

PortfolioProfileList→List(PortfolioProfile)

Result: The PortfolioProfileList function returns the list of all defined portfolio profiles.