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Family Group 1 Name
FG1
Family Group 2 Name
FG2
Relationship 1
RG1
Relationship 2
RG2

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Family Group 1 Name (ID)

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2nd Quarter 2022

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arrow_right arrow_drop_down Relationship 1 (ID)

Subaccount 1 (Portfolio #)

Subaccount 2 (Portfolio #)

Subaccount 3 (Portfolio #)

Subaccount 4 (Portfolio #)

Subaccount 5 (Portfolio #)

arrow_right arrow_drop_down Relationship 2 (ID)

Subaccount 1 (Portfolio #)

Subaccount 2 (Portfolio #)

Subaccount 3 (Portfolio #)

Subaccount 4 (Portfolio #)

Subaccount 5 (Portfolio #)

arrow_right arrow_drop_down Relationship 3 (ID)

Subaccount 1 (Portfolio #)

Subaccount 2 (Portfolio #)

Subaccount 3 (Portfolio #)

Subaccount 4 (Portfolio #)

Subaccount 5 (Portfolio #)

arrow_right arrow_drop_down Relationship 4 (ID)

Subaccount 1 (Portfolio #)

Subaccount 2 (Portfolio #)

Subaccount 3 (Portfolio #)

Subaccount 4 (Portfolio #)

Subaccount 5 (Portfolio #)

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Bessemer Update
last upload from 9/15/2022 (global update)

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last upload from 8/31/2022

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