Diaman Brokerage Services

Challenge

Present to Private Banks, dealers, and portfolio managers a single page, compound view of the portfolio’s performance or a more focused view of specific investment products.

Solution

Defined process for loading data from different data feeds and produced a set of single page dashboards with compound information to be distributed on the web to dealers of investment organizations or to end customers.

Results

• Dashboards presenting a single view that includes point information and historical and market benchmarks for different types of investment products, such as shares and funds.
• Dealers, portfolio managers, and end customers have, on one page, all the information to make decisions or evaluate performance of their investments