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