Search and filter portfolios
Robust search and filter capabilities.
The Portfolio page supports search by the portfolio or account name. A variety of filter options are exposed to narrow and find those portfolios for pro-active outreach
Real time search results by name
Filter portfolios by:
Assigned account manager
Accounts in portfolio
Costs
Usage
Savings potential
Number of accounts with potential better rates
Use the filter button and search bar located at the top left.
After clicking the filter button, a side sheet, with filter controls, will appear.