Portal+ Data Visualizations

Data Visualizations are the customizable, filterable view your team and customers can use to see their intra-period data as they want to see it. With the five main data views they can see their data as they desire.

All the visualizations are exportable to excel that will put the data at your teams finger tips. No more questions about how do I get basic timely data.

Data Visualizations are tied to your frequency and retention rules related to data. Most companies upload daily and use month ends as a look back in their data retention plan.

Use Cases:

• Advisor wants their customers to be able to see their investments between quarterly statements.
  • Advisor tuns on the Data Visualizations for the customer and they will be able to access them on the menu or by clicking their account on the landing page which will drop them into the Account Overview. You can limit what visualizations by assigning views to roles.
• Advisor wants internal staff to use data visualization for analysis and quick access.
  • Advisor/Trader questions the information that has been loaded into the trading/modeling system from the previous end of day. They are concerned that they have the correct view of the data. They can quickly go to the Holdings Visualization and see the individual accounts or the consolidated account views.

Features:

• Account Overview
• Account Summary
• Holdings
• Fixed Income Holdings
• Realized Gains
• Performance Overview
• Unsupervised Functionality
• All visualization data table are exportable.
• Create System Data Points
• Use for previous end of day views