INSA MANAGEMENT DASHBOARD

Management Dashboard is a very easy to use interactive web tool which allows you to drill down into client portfolios.

Designed for: Company/Bank Top management, Portfolio Managers, Compliance Officers, External Portfolio Managers

Interface displays portfolios as set of tiles – color indicating portfolio YTD performance.

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Powerfull and Secure Dashboard wherever you go

Categories

Currently available categories to filter portfolios are:

  • Reference Currency
  • Portfolio Manager
  • Responsible Person
  • Asset Strategy
  • Company
  • Total Assets
  • Total Liquidity
  • Client Domicile
  • Custody Bank
  • Portfolio Size
  • Starting Capital
  • Capital Change
  • Performance
  • Opening Date

Additional categories are easily added on demand.

In addition to categories it is possible to combine different filters. They grant the Insa Dashboard great visibility and functionality.

Inside Dashboard

Interface displays portfolios as set of tiles – color indicating portfolio YTD performance.

Dashboard Tile

Tile

Each tile contains portfolio ID, performance and total assets. By clicking on a tile, more detailed information is displayed on the right hand window.