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Client Dashboard Widgets |
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Client Focus |
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Client Insurance Cover Summary |
Details on the client's current insurance coverage |
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Client Snapshot |
Overview of Activities (Diary events, Notes, Tasks, Threads, Campaigns and Reviews) either Created or Due within a set period. You can show either all Activity Types or choose a single Type, and filter by Status |
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Contact |
Contact details for the client or a related entity. Only a single entity's Contact details can be displayed in a widget instance. |
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You can select to display all Contacts or only preferred Contacts |
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Social Networks |
Social network activity for the client. This requires that you are linked to the client via a supported social network. To view a client's social network activity |
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CommPay |
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Revenue By Type |
Displays the product classification and revenue details for all of the client's transactions in either the current financial year or commission period, summarised by Product Classification and Revenue Type |
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Portfolios |
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Asset Allocation Vs Target |
Chart of Portfolio Asset Allocation and the client's target Asset Allocation. Holdings of related entities can be optionally included |
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Client Recent Transaction |
Table of recent Portfolio transactions within the timeframe you select. Transactions of related entities can be optionally included |
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IRR Period Benchmarks |
Table of IRR for 3 months, 6 months, 1 year, 3 years and 5 years. You can select which Portfolio Account is displayed, or choose all Accounts, and whether figures are before or after Fees |
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Mark to Market Summary |
Table or bar chart of Mark to Market Summary. Holdings of related entities can be optionally included. You can adjust the Date Range and whether figures are before or after Fees |
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Portfolio Accounts |
Table displaying details of client's Portfolio Accounts. You can select which fields display and if related entities are included. |
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Portfolio Allocation Breakdown |
Pie chart of Portfolio allocation. You can select to display by: |
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Asset Class |
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Security Type |
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Exchange |
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Currency |
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Holding |
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GICS Sector. |
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Portfolio Market Map |
Treemap chart where area shows relative value. Areas can be: |
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Portfolio Account |
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GICS Code |
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GICS Group |
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GICS Industry |
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GICS Industry Group |
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GICS Sector |
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GICS Subindustry |
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Security |
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Security Type. |
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You can adjust the Date Range and Fees and Taxes options |
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Portfolio Modelling Deviation |
Table showing Portfolio holdings that deviate from the Portfolio Model. You can adjust maximum deviation Percentage allowed, what Pricing is used, if Cost is Net or Gross and what Rebalance to use |
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Portfolio Performance Vs CPI |
Table or line chart of Portfolio growth according to IRR. You can select which Portfolios are shown (Client, Partner and/or Joint) |
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Portfolio Rate Of Return |
The Rate of Return for either: |
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Portfolio Account |
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GICS Code |
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GICS Group |
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GICS Industry |
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GICS Industry Group |
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GICS Sector |
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GICS Subindustry |
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Security |
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Security Type. |
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You can select whether IRR or TWRR is used, the Date Range and Fees and Taxes options |
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Portfolio Summary |
Tabular summary of Portfolio information |
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Portfolio Valuation |
Chart of Portfolio value over a selected period. Portfolios of related entities can be optionally displayed |
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Top 10 Holdings |
Top 10 holdings in client Portfolio based on Market Value. Holdings of related entities can be optionally included |
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TWRR Benchmark |
Line chart of Portfolio TWRR against Benchmark. You can adjust the Time Frame and select to view chart for the whole portfolio or a single portfolio account |
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Tasks |
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Client Tasks |
List of client, partner and/or related entity Tasks. You can filter to only display Tasks with certain Statuses |
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Overdue Tasks with Expected Revenue and FUA |
List of client, partner and/or related entity overdue Tasks. You can select which columns of Task information display |
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Client Focus |
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Client Insurance Cover Summary |
Details on the client's current insurance coverage |
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Client Snapshot |
Overview of Activities (Diary events, Notes, Tasks, Threads, Campaigns and Reviews) either Created or Due within a set period. You can show either all Activity Types or choose a single Type, and filter by Status |
|
Contact |
Contact details for the client or a related entity. Only a single entity's Contact details can be displayed in a widget instance. |
|
You can select to display all Contacts or only preferred Contacts |
|
|
Social Networks |
Social network activity for the client. This requires that you are linked to the client via a supported social network. To view a client's social network activity |
|
CommPay |
|
|
Revenue By Type |
Displays the product classification and revenue details for all of the client's transactions in either the current financial year or commission period, summarised by Product Classification and Revenue Type |
|
Portfolios |
|
|
Asset Allocation Vs Target |
Chart of Portfolio Asset Allocation and the client's target Asset Allocation. Holdings of related entities can be optionally included |
|
Client Recent Transaction |
Table of recent Portfolio transactions within the timeframe you select. Transactions of related entities can be optionally included |
|
IRR Period Benchmarks |
Table of IRR for 3 months, 6 months, 1 year, 3 years and 5 years. You can select which Portfolio Account is displayed, or choose all Accounts, and whether figures are before or after Fees |
|
Mark to Market Summary |
Table or bar chart of Mark to Market Summary. Holdings of related entities can be optionally included. You can adjust the Date Range and whether figures are before or after Fees |
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Portfolio Accounts |
Table displaying details of client's Portfolio Accounts. You can select which fields display and if related entities are included. |
|
Portfolio Allocation Breakdown |
Pie chart of Portfolio allocation. You can select to display by: |
|
Asset Class |
|
|
Security Type |
|
|
Exchange |
|
|
Currency |
|
|
Holding |
|
|
GICS Sector. |
|
|
Portfolio Market Map |
Treemap chart where area shows relative value. Areas can be: |
|
Portfolio Account |
|
|
GICS Code |
|
|
GICS Group |
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GICS Industry |
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GICS Industry Group |
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GICS Sector |
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GICS Subindustry |
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Security |
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Security Type. |
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You can adjust the Date Range and Fees and Taxes options |
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Portfolio Modelling Deviation |
Table showing Portfolio holdings that deviate from the Portfolio Model. You can adjust maximum deviation Percentage allowed, what Pricing is used, if Cost is Net or Gross and what Rebalance to use |
|
Portfolio Performance Vs CPI |
Table or line chart of Portfolio growth according to IRR. You can select which Portfolios are shown (Client, Partner and/or Joint) |
|
Portfolio Rate Of Return |
The Rate of Return for either: |
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Portfolio Account |
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|
GICS Code |
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GICS Group |
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GICS Industry |
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|
GICS Industry Group |
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GICS Sector |
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GICS Subindustry |
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|
Security |
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Security Type. |
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You can select whether IRR or TWRR is used, the Date Range and Fees and Taxes options |
|
|
Portfolio Summary |
Tabular summary of Portfolio information |
|
Portfolio Valuation |
Chart of Portfolio value over a selected period. Portfolios of related entities can be optionally displayed |
|
Top 10 Holdings |
Top 10 holdings in client Portfolio based on Market Value. Holdings of related entities can be optionally included |
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TWRR Benchmark |
Line chart of Portfolio TWRR against Benchmark. You can adjust the Time Frame and select to view chart for the whole portfolio or a single portfolio account |
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Tasks |
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Client Tasks |
List of client, partner and/or related entity Tasks. You can filter to only display Tasks with certain Statuses |
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Overdue Tasks with Expected Revenue and FUA |
List of client, partner and/or related entity overdue Tasks. You can select which columns of Task information display |