Please enable JavaScript.
Coggle requires JavaScript to display documents.
HQ Administration Portal (Trade & Rebalance (Trade Generation, Trade…
HQ Administration Portal
Advisor Performance
AUM
Sales & redemption
Contributions
Withdrawals
Model Management
Create & Manage Models
Track Model Performance
Proposals
Type
Status
Value
Holding Analysis
Style
Parent Style
Sector
Advisors
Contact details
Login History
Accounts
Snapshots
Performance
History
Clients
Contact Details
Snapshot
Activities
Trade & Rebalance
Trade Generation
Trade History
Model Re-balance
Single/Bulk A/C Traded
Identify non tradable accounts
Service Request
Advisor
Client
Account
Level Of Control
Account level
Roll-Up Level
Type of Control
Reactive
Proactive
Exception reporting
Warnings
Violations