{% extends 'base.html' %} {% load static %} {% load humanize %} {% block title %}Enhanced Portfolio Assignment Center{% endblock %} {% block extra_head %} {% endblock %} {% block content %}
Intelligent client-manager assignment with advanced analytics
Select specific clients and managers for precise control
AI-powered bulk assignment using smart algorithms
All clients have been assigned to portfolio managers.
Select a manager to assign clients (Manual mode only)
No active portfolio managers found.
| Client | Manager | Assigned By | Date | Reason |
|---|---|---|---|---|
|
{{ assignment.client.get_initials }}
{{ assignment.client.get_full_name }}
|
{{ assignment.portfolio_manager.get_initials }}
{{ assignment.portfolio_manager.get_full_name }}
|
{{ assignment.assigned_by.get_full_name }} | {{ assignment.assigned_date|date:"M d, Y H:i" }} | {{ assignment.reason|truncatechars:50 }} |