Infront Portfolio Manager

Create new supervisors

To create a new supervisor, proceed as follows:

  1. On the "Data maintenance" tab, select the CUSTOMER command in the "Manage objects" icon menu.
    The "Manage custodians" dialog box appears.
    manage_advisor_EN.png

  2. icon_plus_EN.png Select the "Create new supervisor" icon.

  3. In the "Supervisor properties" dialog box that appears, enter the supervisor number and, if necessary, a comment as well as the abbreviation and name of the area of supervision.

  4. Select the "Address..." button to enter the supervisor's address data in the familiar "Address properties" dialog box.

  5. Close the "Supervisor properties" dialog box with "OK".

  6. Once you have created all supervisors, close the "Manage supervisors" dialog box by clicking "OK".