Insa Management Dashboard

Insa Management Dashboard is very easy to use interactive web tool which gives access to drill-in overview of client portfolios.

    Designed for:

  • Company/Bank Top management
  • Portfolio Managers
  • Compliance Officers
  • External Portfolio Managers

Interface displays portfolios as set of tiles – color indicating portfolio YTD performance.

InsaDashboard

Currently available categories to filter portfolios are:

  • Reference Currency
  • Portfolio Manager
  • Responsible Person
  • Asset Strategy
  • Company
  • Total Assets
  • Total Liquidity
  • Client Domicile
  • Custody Bank
  • Portfolio Size
  • Starting Capital
  • Capital Change
  • Performance
  • Opening Date

    • Additional categories are easily added on demand.

In addition to categories it is possible to combine different filters. They grant the Insa Dashboard great visibility and functionality.

Tile

Each tile contains portfolio ID, performance and total assets. By clicking on tile, general info portfolio appears on the right frame.

Tile