Overview

Options Menu

The Options Menu in the top right corner gives you quick access to key actions related to the current view. It’s designed to keep powerful tools just one click away, without cluttering the main interface.

Options Menu Features

• Portfolio - change the current portfolio to any portfolio that you have access to. Other panels and data throughout the platform are relative to the selected portfolio.
• Managed - shows asset/liability values of the current portfolio.
• Timezones - shows a selection of global timezones for easy access. When viewing a specific client, and additional timezone is included to indicate the current client’s timezone.
• Currency - select the currency you want all values to be shown in.
• Date Range - shows all data across the platform relative to the selected date range.
• Show/hide panels - allows you to customise the dashboard and show only the data you want. (Visible on main dashboard and individual client dashboards)
• Client settings - Opens the settings for the currently selected client. (Visible on individual client dashboards)
• Website - Links to your primary website.
• Activity - Lists any activity across your account (client, team, user).
• Profile - Opens the settings for your user profile.
• Support - Access the Super support center.