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.
Decision Tools
Features:
- 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
