Product Update: Customizable Profile Tabs & Sharper Search
You can now reorganize your profile tabs—or hide the ones you don't use, so the data you care about comes first. Plus sharper search that surfaces capacity and affinity signals right in your results.
Customize your tabs
Open Customize Tabs on any profile to drag tabs into the order you want, click the eye to hide the ones you don't need, and apply your layout across every profile. Reset to default anytime.
Lead with Current Holdings and Compensation to gauge capacity, or Shares Sold and Net Sales to catch liquidity events as they happen. The profile finally works the way you do.
Also new: sharper search
New filters let you screen individuals by holdings, transaction type and value, date ranges, and footnote keywords — so you can define the people who matter instead of scanning for them.
Results now surface affiliations, performance, holdings, and affinity tags — like a shared alma mater — right in the list, so you can qualify prospects at a glance. And a new eye marker flags profiles you've opened recently, so you can track what you've already reviewed.
