Search and View Account Profile

To lookup an account details, use the Accounts by Name search within Prospector.

1. Click on the search dropdown on Prospector home page and selec Accounts by Name.

2. Enter the name of the account, use the autocomplete and hit enter on your keyboard to execute the search.

   

3. View basic account details like type of account, equity AUM, last filing date, location.

4. To view more details, click on the account name field to view the account’s contacts, funds, portfolio, and tearsheet.

   

Click on the x to cancel the search.

When using Prospector on Salesforce, additional icons appear beside each account. Red triangle indicates the account is in your coverage and green square indicates account is not in your coverage.

5. Continue searching for more accounts and it will add to the account list. When there are more accounts in the grid, you can check the account details checkbox to view additional details such as address, total AUM, investment styles, turnover, orientation, profile, and their decision making process. Click on Excel icon to export the list.