First Steps

WealthTechs Clearview Portal is an integrated system that provides to our clients with relevant information related to Custodians and Accounts and enables functionalities for them to make their processes easier. 

ClearView Portal implements a Grid System environment, and the user can easily access the data needed. 

This Manual contains the explanation of each section for ClearView Portal and their functionalities. 

LetΒ΄s get started. 

Grid Buttons

While navigating through Clearview Portal, you will find the following buttons, located at the top right of each section. Take into consideration that you can use them in all the tabs of ClearView Portal, and the specific buttons for each section will be detailed in the section corresponding to each one.

See in detail what is the functionality for each button of the Grid:

Search Bar

Filter 

Reload

Column Chooser

More Options