Flex Portfolio Viewer is a secure, web-based portfolio submission and monitoring solution that allows sales traders, clients and fund managers to submit portfolios to traders and monitor the execution status in real time. Orders can be submitted as a single order or via files. The solution is fully compatible with Microsoft Excel and can be white-labeled and integrated onto a corporate website (e.g.: http://yourportfoliotrading.yourcompanyname.com will access your login page).

The Flex Portfolio Viewer is ideal for sell-side firms that want to offer their clients complete transparency during the trading day. Buy-side firms can offer portfolio managers the option of viewing trading results and progress in real time. Transition managers will also find this solution useful when interfacing with plan sponsor clients.

• Real-time order list analytics distributed via a secure Internet connection that requires no local installation.
• View realized/unrealized profit and losses against multiple benchmarks.
• Elevates the communication between executing brokers and client.
• Allows clients to send order lists directly to their broker.
• Allows clients to make trading decisions with the click of a button.
• Enables real-time view of portfolio execution status.