Portfolio creation
Multi-faceted portfolio creation capabilities.
Portfolios can be created dynamically or manually to optimize for a variety of needs and business objectives.
Dynamic creation via data account hierarchy
Manual creation via:
Account name or number
Account identifiers and attributes such as rate, voltage or NAICS code
Single or multiple conditions
manual portfolio creation relies on data as part of data integration
After clicking the “New Portfolio” button, a side sheet with input controls will appear.