Clients
The Clients section manages the client records that portfolios are associated with. Every portfolio in Point belongs to a client.
Client Record
A client record contains:
| Field | Description |
|---|---|
| Client Name | The full legal name of the client |
| Client Code | A short internal identifier |
| Client Type | Individual, Family Office, Institution, etc. |
| Relationship Manager | The primary RM responsible for this client |
| Base Currency | The client's preferred reporting currency |
| Status | Active, Inactive, Prospect |
| Contact Details | Email, phone, address |
| Notes | Free-text notes about the client |
Viewing Clients
Navigate to Clients in the left sidebar to see the client list.
Client List Controls
| Control | Description |
|---|---|
| Search | Filter by client name or code |
| Status | Filter by Active, Inactive, or Prospect |
| Relationship Manager | Filter by assigned RM |
| Client Type | Filter by client type |
Client Detail View
Click on a client to open their detail view:
Portfolios Tab
All portfolios associated with this client, with their total values and latest valuations.
Summary Tab
Aggregated metrics across all the client's portfolios:
- Total AUM
- Aggregate asset allocation
- Combined performance
Documents Tab
Client-related documents (reports, agreements, correspondence) stored against the client record.
Notes Tab
A chronological log of notes about the client.
Creating a Client
- Go to Clients
- Click + New Client
- Fill in the client details
- Click Save
Once the client is created, you can create portfolios for them in the Portfolios section.
Client Reporting
To generate reports for a specific client:
- Open the client record
- Click Generate Report
- Select the report template and parameters
- Click Generate
This is equivalent to generating a report from the PDF Reports module, but pre-filtered to the selected client.