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.Back to Solutions
Powerfull and Secure Dashboard wherever you go
Currently available categories to filter portfolios are:
- Reference Currency
- Portfolio Manager
- Responsible Person
- Asset Strategy
- Total Assets
- Total Liquidity
- Client Domicile
- Custody Bank
- Portfolio Size
- Starting Capital
- Capital Change
- 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.
Interface displays portfolios as set of tiles – color indicating portfolio YTD performance.
Each tile contains portfolio ID, performance and total assets. By clicking on a tile, more detailed information is displayed on the right hand window.