Platform & Reporting
Dashboards
Arrange your view. Keep the portfolio in focus.
Your monitoring view
Start with the information that matters to your review.
A dashboard brings selected portfolio information into one working view. Combine totals, allocation, performance and activity so the first screen reflects the questions you want to review.
- Choose relevant monitoring modules
- Arrange modules with drag and drop
- Save dashboard profiles for different review priorities
Modules & layout
Give each review its own emphasis.
Select the available modules that are useful for the task, then position them in the order you want to read them. A review can begin with the overall asset picture, performance development or recent activity.
- Portfolio totals
- Bring net assets, total assets, liabilities or liquidity and public markets into focus. The selected totals provide an entry point into the wider portfolio.
- Allocation and performance
- Use allocation and performance modules to see composition and development together. Each view provides context for the questions to investigate next.
- Activity and communication
- Keep recent liquidity transactions and client messages close to the figures. Operational information can help explain why an item needs attention.
Saved views
Return to a familiar starting point.
Saved dashboard profiles retain a chosen arrangement of modules. They support recurring reviews without requiring every question to use the same layout.
- A broad overview
- Start a portfolio discussion with totals, allocation and performance visible together.
- An activity-focused view
- Give recent cash activity and relevant messages more prominence when reviewing recorded movements.
- A consistent review routine
- Return to the same arrangement for subsequent reviews, while checking the portfolio scope and reporting context of the information shown.
From overview to detail
Use the dashboard as a starting point.
Follow the relevant module into the portfolio or analysis views when a headline figure needs explanation. The dashboard brings information together; the detailed views provide the holdings, movements and calculations behind it.
- Move from portfolio totals to the asset structure
- Continue a performance review in Analytics
- Inspect the transactions behind cash activity