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Viewing settings assignments in Office Cloud

Viewing settings assignments in Office Cloud

The Clients & Accounts area offers a data set that allows you to validate the settings assigned to each client and account. From the Clients & Accounts page, click the Data Set menu and select Settings Assignments.

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The data set displays settings assigned at the individual client and account levels. The following data points are included:

  • Client Reporting Settings
  • Primary Benchmark
  • Secondary Benchmark
  • Tertiary Benchmark
  • Model Portfolio
  • Account Authorization (Discretionary/Non-discretionary), and
  • Client Aggregate Calculation.

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Version history
Revision #:
3 of 3
Last update:
‎02-27-2020 10:39 AM
Updated by:
 
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