Decision Tools

Global WealthES’s dashboard technology enables front and middle office users to easily access information required for day to day operations. The configurable dashboard can be set up as a decision and monitoring tool for managing the business.


  • Configurable with Drag and Drop functionality
  • Allows management of widgets
  • Rules can be set so that relevant information is displayed
  • Pre-defined functional widgets covering different modules of Wealth Management Platform
  • Can be set for different management levels
  • Can be set for viewing real time as well as historical data

Value Proposition:

  • Allows you to be on top of your business through configurable, easy to use graphical as well as textual widgets
  • Allows you to track breaches, market and portfolio positions all in one place
  • Allows you to see trends in data and take proactive measures