A rollup for assets, documents, and contact information.
Manger Overview:
1. Manager Details & Assets: Modify Manager details such as the Company name and Contact Information. Additionally, you can easily access and manage all holdings, enabling you to transfer them to other managers or inherit them as needed.
2. Accounts: Here, you can see the Accounts in which the Managers hold assets. In this example, Ari Hoffman has holdings in two accounts, which are spread across two different Entities. To view only one of these Accounts, simply unselect the other account from the Switch Account button, and all the information will be updated accordingly.
3. Market Value/Net Investment Graph: This graph displays the Net Investment and Market Value of all selected holdings for the respective manager over a range of different time periods. Additionally, you have the option to view an Income graph, which shows the monthly income per month for that manager.
Manager Documents/Performance Metrics
The Managers tab also has a Documents card whereby clicking All Documents will show all documents relating to all holdings for the given manager.
Furthermore, there are three cards that relate to Manager Performance which include:
- Total Portfolio Performance:
- Illiquid Performance
- Portfolio Contribution
More Manager Metrics
There are more Manager Cards which include:
- Fees & Taxes
- Ownership
- Score Card
- Manager Info
In addition, there is a screen for viewing properties on a map via addresses put into those Real Estate assets managed by the manager.