List of available widgets
You can select from numerous widgets to configure your (global) dashboards. Depending on the corresponding licences, you can select from widgets providing market data and widgets providing client data (configured in Infront Portfolio Manager).
Portfolio management widgets for all dashboards
For global dashboards, you can select from the following portfolio management widgets:
- Status of activities
- Activities (full overview)
- Alerts (full overview)
- Client structure
- New prospects
- Tops/flops - clients
- Assets under management
Portfolio management widgets for holder and portfolio dashboards
For holder and portfolio dashboards, you can select from the following standard portfolio management widgets.
- Activities overview
- Alerts
- Cash flow overview
- Account/securities account overview
- Performance/risk class
- Performance history
- Risk development
- Asset structure
- Change in value
Market data widgets for all dashboards
You can select from the following market data widgets: