The Top Ten Performers panel displays ten clients ranked by their year-to-date (YTD) performance as determined by PortfolioAnalyst. Sort your view by Top or Bottom 10 performers using the drop down.
Note: The PortfolioAnalyst User Access Right (UAR) is required to view clients in the Top Ten Performers panel. Click here for more information.
Click a client's account number to view their CRM record.
Note: The Account Information UAR is required to view that client's CRM record. Click here for more information.