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eB-IMS

Sophisticated Investments Management System on a Software-as-a-Service Basis
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Client Area

eB-IMS offers a unique blend of back office integration and frontline client access, communication and support. Our powerful tools is targeted at our customer’s clients. The goal is to ensure a smooth and accurate dissemination of data from business to client. These communications need to be timely and detailed while still allowing a range of users to access the system 24hours a day. The system comes with custom settings, this ensures our customers are able to tailor the experience of their clients while on the system, such customisations as:

Client Dashboard

    ID Description
    A Portfolio Risk Category.
    B Portfolio Base Category.
    C Portfolio Security Exposure showing the top 5 security exposures and an aggregate of the remaining exposures.
    D Portfolio Currency Exposure showing the top 5 currencies and an aggregate of the remaining exposures.
    E Portfolio Asset allocation showing the top 5 asset classes and an aggregate of the remaining asset classes.
    F Cumulative Portfolio Performance for the past 12 months. Should a benchmark be set, the benchmark performance is also displayed.
    G Daily Portfolio Performance for the past 12 months. Should a benchmark be set, the benchmark performance is also displayed.

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