The platform is mainly divided into three parts: the top bar, the left pane that consists of the menu and client tree, and the right page where users see details of selected modules/clients from the left pane.
Top Bar
Allow you to collapse the menu bar on the left side of the platform.
Instrument search: To search for different instruments using name or ISIN and view details, initiate new trades.
The question mark icon redirects the user to our help portal where you will be able to find various support articles aimed at assisting the user with their responsibilities.
The bell icon informs the user of any trade, cash, or corporate action notifications that have occurred.
The last icon is your profile, and here you can see your platform settings (2), exchange subscriptions (3), provide platform feedback (4), and logout.
The Menu and Client tree
The menu allows users to effortlessly access information pertinent to their line of business, including trading, transfers (cash or positions), case creation, and client base analysis using the screener. To explore clients within the organization and view their specific portfolios, users can utilize the client tree tool.
A description of each module can be found on the links below
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Please note The modules you can access are determined by your contract and the roles assigned to the user. |
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