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Views and Navigation
WealthSpectrum provides a comprehensive view of AUMs and clients to the advisors and managers, helps them identify accounts requiring attention and then work on the account with 360 degree view of the account. This has been accomplished by strong underlying technology and design with focus on the investment management services. The potential benefits include:
- Enhancing the efficiency and productivity of advisors and managers.
- Timely and informed decisions leading to superior returns.
- Efficiently manage investment and selling opportunities.
- Smooth customer communications
Advisor View
- Provides comprehensive view of AUMs and clients updated in near real time, monitoring and alert messages highlighting accounts and situations requiring attention, recent notes and outstanding actions.
- Composite view of AUMs updated in near real time includes:
- Portfolio appraisal of all accounts with realized and unrealized gain.
- Composite best and worst performing positions.
- List of top securities.
- Recent activities.
- Drill down from composite aggregate position of a security to individual client lots with a few mouse clicks.
- Monitoring and alert messages -WealthSpectrum has been designed to reduce the human effort required for portfolio level monitoring. Advisors can set up multiple monitors based on market and portfolio level conditions covering the universe of AUMs and view the triggered messages from home page and then quickly and easily navigate to the accounts requiring attention.
- Notes and actions - View the recent notes, outstanding actions and daily calendar and initiate appropriate actions.
- Navigate to client view page providing 360 degree view of the account.
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