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INSA MANAGEMENT DASHBOARD

Insa Management Dashboard is a very easy to use interactive web tool which allows you to drill down into client portfolios.

Designed for:

Interface displays portfolios as set of tiles – color indicating portfolio YTD performance.

InsaDashboard

Categories

Currently available categories to filter portfolios are:

Additional categories are easily added on demand.

In addition to categories it is possible to combine different filters. They grant the Insa Dashboard great visibility and functionality.

Tile

Each tile contains portfolio ID, performance and total assets. By clicking on a tile, more detailed information is displayed on the right hand window.


Tile