New Investor Portfolio Percentage Report

Informative

New report will be distributed via DATAWISE Reports

The new Investor Portfolio Percentage Report will be available via DATAWISE Reports, thus enabling users to monitor the position of their customer base over the total assets invested in the market (OTC and Listed categories).

The market share view will be that of a consolidated portfolio (without individual exposure) of its own customer base in relation to the competition and other markets.

Project Tags:

OTC

Completed

Product benefits

Processes efficiency

Your team will reduce the exercise in data processing, by dedicating time to strategic tasks.

Processes efficiency

Your team will reduce the exercise in data processing, by dedicating time to strategic tasks.

New report allows greater visibility of the retail market via DATAWISE Reports

<p>The new file provides inputs for more strategic decision making.   </p>

Thousands of interactions, flows and processes occur daily through B3 systems that generate a high volume of data. To consolidate and enable easy interpretation of data that is relevant to your business, we created DATAWISE, a data analysis tool that provides you with data-driven decision making and is available in two modules: DATAWISE Dashboards and DATAWISE Reports.