Widgets are individual components (windows) of the dashboards in Infront Advisory Solution. Widgets can contain information on securities, for example, tops and flops or charts (market data area), but also lists of activities or portfolio information configured in Infront Portfolio Manager (client area).
Editing meta data of templates (name, categories and so on) as well as deleting widgets of the portfolio management area can be completely carried out in Infront Portfolio Manager, but opening widgets in Infront Portfolio Manager is not possible (for users).
If the content of the widget is greater than the preset size, then a scrollbar appears allowing you to see the entire content. Alternatively, use the mouse wheel to scroll the content.
Note that widgets with an input object can only be placed dashboards having an input object, that is, holder or portfolio dashboards. Widgets without input object can be placed on any dashboard.
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List of available widgets -
Status of activities -
Activities (total overview) -
Alerts (total overview) -
Client Structure -
New prospects -
Tops/flops - clients -
Assets under management -
"Activities overview" client widget -
"Alerts" client widget -
"Cash flow overview" client widget -
"Account/securities account overview" client widget -
"Performance/risk class" client widget -
"Performance history" client widget -
"Risk development" client widget -
"Asset structure" client widget -
"Change in value" client widget -
"Arbitrage" market data widget -
"Chart" market data widget -
"Compact quote" market data widget -
"Favourites" market data widget -
"Price list" market data widget -
"Market overview" market data widget -
"Sample portfolio" market data widget -
"News" market data widget -
"Company events" market data widget -
"Tops/Flops" market data widget -
"vwd page" market data widget -
"Watchlist" market data widget