Interactive Data Corporation, a provider of financial market data, analytics and related solutions, announced that its Managed Solutions business has further enhanced the wealth management tools available via PrimeTerminalSM Professional, its customisable financial desktop solution. These additional capabilities can help to streamline workflow support for wealth managers and other private banking professionals.
A new transaction viewer, which enables investment advisors to view a portfolio’s transactions, can provide more comprehensive information for immediate review with their clients. Portfolio performance assessment and measurement within PrimeTerminal are also now supported.
In addition, data from a range of new exchanges and extended records for funds offered by MorningstarTM have been incorporated into PrimeTerminal’s content with new display options available. The “Times” and “Sales” views can now also show OMX Broker Codes, and real-time data from the Oslo Stock Exchange can be presented in the form of full order books, enabling customers to view full market depth.
Interactive Data implemented the enhancements to PrimeTerminal Professional following extensive user feedback. New menus and preset features have been designed to make the views and lists easier to customise. In addition, each individual user can now access a user entitlement view, showing the content and features that have been enabled.
“Enhancing PrimeTerminal with new functionality and user features is a key priority for us,” says Carsten Dirks, managing director, Interactive Data Managed Solutions. “Access to data and features must be intuitive, allowing wealth managers to concentrate their efforts on providing financial advice to their clients.”
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