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
The Grid Buttons can be edited from “User Profile” under: Kendo Settings/Expand Toolbar Buttons