Powered by ZigaForm version 4.5.9.2

eB-IMS

Sophisticated Investments Management System on a Software-as-a-Service Basis
Schedule a demo

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 the 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.

Request a Demo

Schedule a free demo with us to see how our products work!