A report is automatically displayed in PortfolioCloud to show the value held in each investment across all Model Portfolios.
Where the user is a Administrator or Agent, this will be the value across all Model Portfolios in the system. Where the user is logged in as a Model Manger or DFM, this will be the value across all Model Portfolios managed by the Model Manager or DFM.
To view the report, click on the Model Dashboard
Then click on Model Holdings
The report will show the Total FUM across all Model Portfolio in the header, and then display each investment held and the total FUM within each investment.
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