• Mon - Fri 8:00 am - 5:30 pm
  • 1st Floor, Highbury House, Hamptons Office Park, 20 Georgian Crescent, Bryanston, 2021
  • +27 10 593 4688
  • Mon - Fri 8:00 am - 5:30 pm
  • 1st Floor, Highbury House, Hamptons Office Park, 20 Georgian Crescent, Bryanston, 2021
  • +27 10 593 4688

Portfolio Dashboards

Portfolio Dashboards

Key Features

◉ Allows users to make instantaneous and informed business decisions.

◉ Quickly gauge performance sensitivities and correlations via a one-window cluster of widgets, charts and other key performance indicators.

◉ Typical dashboard widgets include assets under management by source, asset class, sector and currency weightings, trading activity, portfolio performance, fees earned, client activity and more.

◉ The layout of the dashboard is driven by your specific business requirements and is highly customisable.

◉ They are accessible via the web on most devices making them available to you anywhere, anytime.