View portfolios

Organize accounts and customers to optimize for your unique configuration​.

A portfolio is a group of accounts that can be configured based on a variety of variables such as account hierarchy, company attributes or a custom grouping defined by a user from a set of supported attributes.

• Display all portfolios in a card or list view​

• Column sort available in list view​

• Sort on 12-month cost to easily find the portfolio with the highest yearly cost​

• Organize your portfolios by highest to lowest savings potential