Dashboard tab

Once you select a client, the platform will now display the Investor Dashboard. Here you can view client details at an account level to help you get timely information.

The key features of the dashboard include:

1. a quick summary of each client's individual accounts, their movements and cash balance
2. the ability to set a financial goal against account balances
3. improved usability with quick access to transactions
4. My Tasks, where you can look at individual tasks for each account

Charts tab

Here you can view high-level summaries of information at an account level on simple and easy to understand charts.

1. Rate of return chart

View your client’s rate of return from account inception which shows the value of $1000 invested and the return for each 12 month period.

2. Asset allocation chart

View your client’s asset allocation and how it’s evolved each month for the past year. You can view the actual and underlying by simply selecting your preference.

3.  Inflow and outflow chart

View your client’s inflows and outflows over a 12 month period in addition to the monthly account balance movement.

Holdings tab

By clicking on an asset in the client Holding area you can see the full unit price history, over a five year period, including a chart which plots when each holding was purchased.  It will also show the date and price the client purchased a holding plotted on the unit price history graph.