solutions

B-Portal

B-Portal is an intuitive and configurable web interface which returns and broadcasts your B-One approved performance, attribution, risk, GIPS data and reports throughout the organisation.

 

B-Portal helps you to:

  • Broadcast controlled and approved information easily
  • Share efficiently information
  • Get a synthetic vision of funds and performance data
  • Minimize manual work and processes
  • Provide clients with customised dashboards on their funds

 

Key features:

  1. Regroup & Compare (Portfolios, shares, benchmarks, indices, composites)
  2. Get access to detailed views of a particular Portfolio/Composite and related entities
  3. Interact with data via : Filtering, Drill Down, Global parameters
  4. Compute date to date performance figures and performance figures in any currency
  5. Set up your own views
  6. Create tailored dashboards for client presentation
  7. Generate Excel and PDF export reports
  8. Run presentations on tablets
Access a list of favourite entities
Access a list of favourite entities
Get access to detailed views of the selected Portfolio & Build up your dashboard
Get access to detailed views of the selected Portfolio & Build up your dashboard

Export easily your data and reports

Export easily your data and reports
Réalisation : Sismeo agence web Paris