Feature Spotlight
One Click to Search Multiple Items
To help you get your desired results faster, you can now use multiple values in one search in the Holdings Analysis page and in the Research Center.
Holdings Analysis Page
In the "Symbol" and "Account" fields in the Holdings Analysis page, simply type the multiple values of your search separated by commas, and voila! You’ll see everything that meets the criteria in the new result page.
Navigation: Practice > Book of Business Reports > Holdings Analysis > Search
Research Center
Similarly, in the Research Center, you can search products by multiple keywords associated with the Product Names or multiple Security Tickers. Just don’t forget to separate the product names and tickers by commas!
Navigation: Research > Search > Quick Filter
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