Map each RM’s Microsoft login email to their client folder name. Service Team members see all clients; RM members see only their own.
Required to parse Deutsche Bank scanned PDFs via Vision API. Stored only in this browser — never sent anywhere except Anthropic.
Upload PDFs with transaction data to view.
Upload PDFs with transaction data to view.
Country, Sector & Industry concentration based on holdings classification. Assign classifications on the Classification tab.
Risk analysis requires portfolio data and classifications.
Assign Asset Class, Country, Sector and Industry to each holding. Changes are reflected in Risk Analysis.
Classification requires portfolio data.