View Account Tearsheet

To view an account tearsheet or print the tearsheet to take with you on the road, follow the steps below.

1. Click on the account name from a search or from any account list workflow and select Tearsheet.

   

2. You will see the top holdings, recent new positions, recent closed positions, largest funds and industry, region and market cap breakdown.

3. Click on the PDF icon to export the tearsheet.

When using Tearsheet on Salesforce, you will also be able to view the last 10 call reports.