Flexible workspace
to surface the client
and performance
data you need
/ Get an overview of your current holdings, history, transactions, trades, and script movements.
/ View portfolio metrics such as cash balances, model drift, compliance breach screeners, cash percentage and new cash landing.
Flexible workspace
to surface the client
and performance
data you need
/ This is slide one.
Flexible workspace
to surface the client
and performance
data you need
/ This is slide two.
Flexible workspace
to surface the client
and performance
data you need
/ This is slide three.
