Step 1 - App

This is your landing page - Host On-boarding app or third party applications.

What can I do here?

  • On-board clients
  • Convert currencies 
  • Find hottest and latest news 
  • Activate additional apps such as Morningstar Fund Coverage

Step 2 - Market

Spot relevant market timing - Filter securities by compliant universe or clients holdings and simulation. Markets helps you to build Compliance list and you can extract a filtered list of securities too.

What can I do here?

  • Filter markets' securities by clients' portfolio, compliance lists, models and more
  • Export filtered securities into a CVS format. This will be very helpful to build securities lists. 
  • Add a security to a compliance list, a portfolio or to my favourite save list
  • Read news
  • Spot which clients hold a specific security

Step 3 - Leads

Our favourite page, from Leads, you can prioritise which client to call first. Filter by investment thematics and react quickly by calling, sending a message or even blast a "bulk email" to an hyper targeted list of clients.

What can I do here?

  • Which client to call first 
  • Which portfolio are drifting 
  • Which client hold forbidden securities ( excluded from a compliance list linked to a portfolio) 
  • Which client is the most active 
  • Smart views
  • Easy access to Call Report and Call / Email functions
  • Blast message to hyper-targeted clients' list


 

Step 4 -Portfolio

Portfolio is pulling key information to interact with relevant and suitable information for each client.

What can I do here?

  • Rebalance / Swap securities and produce trade blotters
  • Compare two portfolios 
  • View related news
  • Check portfolio risk levels
  • Publish investment illustration
  • Export / Import portfolio content
  • Setup portfolio type - Strategy or Model 


 

Step 5 - Call Reports

Monitor clients journey and improve your service thanks to Call Report reporting filters. 

What can I do here?

  • Filter by Call Report 
  • Build activity reports 
  • Spot Call Report suitability 
  • Spot investment trends and clients habits 

Step 6 - Alerts

Always keep an eye on the market - Alerts is the whistleblower for you as well as your clients' positions in the markets. 

What can I do here?

  • Find Alerts 
  • Adapt / Change alerts
  • Spot triggered alerts and filter them by client's name

Step 7 - Bespoke strategies

Strategies can be adapted to the clients preferences. This is very useful for family office, or advisory service. For more specific guidelines in rebalancing we suggest your use Models which can be found in Company page/ Model. 

What can I do here?

  • Build a strategy for one client 
  • Build my own strategies

🙌  Congratulations

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