December 16, 2020

Embedded analytics and one-click wealth management


End users and OEMs can leverage powerful dashboards.


Financial advisors often need to look at many different angles in a book of business. Watch this demo to see how, in just a few clicks, an advisor can use interactive charts to dig into a position of interest, identify which clients are exposed, and evaluate the potential impact. This is just one piece of content in a powerfully flexible dashboard that can be used by end users or embedded into OEM products and applications.


Watch the video for a quick overview, then try the demo for yourself.