We currently have at least 3 different drop down menus in the portal (see below), none of which are great. The new one that has been designed is definitely an improvement and needs to get implemented. That said I wanted to note a few additional re...

AG Grid supports conditional coloring and heatmap functionality. We have had clients request this and shouldn't be a heavy lift.

Contextual chat bot from portal allowing users to ask questions about positions and portfolios in natural language.

Streamline and enhance the integration between the Dynamic Dashboard and Reporting modules to improve usability, flexibility, and efficiency in how users interact with and manage their data visualizations. Currently, users must navigate between th...

Add column filters (text or dropdown) under each header for quick filtering. Implement advanced multi-parameter filtering (Instrument, Broker, Side, Date Range, Status). Allow users to save custom filter presets for personalized blotter views....

Enhancements – Trade Details Screen Use collapsible sections (e.g., “Advanced Fields”, “Loan Details”) to reduce scrolling. Apply consistent alignment and spacing, especially for mixed dropdown/input rows. Enable keyboard navigation across f...

Enhance the Compliance Dashboard within the Compliance module to deliver more value and insight to users. The current dashboard lacks hierarchy, context, and interactivity. This update will transform it into a clear, action-oriented view that help...

Redesign all Investment pages (Funds, Analysts, Industries, Countries, etc.) to use a grid-based layout instead of card view. The new layout supports better data comparison, sorting, and filtering capabilities Consolidate “My Funds” and “My Anal...

Currently, browser tab titles across the client portal are inconsistent, with varying naming conventions and formats across different pages and clients. This inconsistency can cause confusion for users managing multiple open tabs, reducing usabili...