Monitor client investments with a portfolio dashboard
Create client-investment reports on the fly and share them securely over the web. This is a portfolio-monitoring dashboard for a major investment client. Use the dashboard to evaluate portfolio risk. Select countries in the upper view to filter the lower views,w hich show the issuer and rating concentration. Filter the entire dashboard by asset class or ratings group to better understand the specific issuers and investment trends for that cross-section of the portfolio.