Keep investor clients informed and up to date anywhere and at any time. Visualize exposure to different sectors and regions, risk allocation and performance. Oslo Market Solutions are experts on integration with different back office and portfolio systems. We have integrated with the Pro-family from Tieto, Advent's APX and Tradex, VPS and custom feeds from fund managers. Combining this with our web expertise the result is a high quality, modern and mobile solution adapted to your investors' needs.
Standard features and components include:
- Return on investment chart with comparison to index
- Allocation graphics for sector, security types, risk etc.
- World map with geographical allocation
- Positions-table with search
- Motnhly return vs reference index
- Fund and security details
- User administration
- Advisor login
- Editor: Publish montly comments to a portfolio, fund or other
- Upload relevant documents to all customers or groups
Everything is tailored and adapted to your and your clients needs, custom features and components can be added.