We consistently make improvements to deritrade. A new, comprehensive reporting feature was recently added to the platform which you can find by clicking the “Client reporting” button on the deritrade dashboard. This feature allows you to create detailed reports (in PowerPoint and Excel format) on your portfolio of Structured Products.
What does the new feature have to offer?
It generates clear and detailed reports in PowerPoint and/or Excel format, both at an overall bank level and all the way down to granular analyses of end-client portfolios.
It makes it easy to export PowerPoint reports with charts on currency exposure, product exposure, issuer exposure, underlying exposure and much more. If desired, you can also use these presentations in meetings with end-clients without needing to modify them.
The dashboard and the reports provide an overview of upcoming maturities and monitoring of early redemptions, including all the relevant KPIs.
There is the option for white labelling the PowerPoint report.
In addition, a detailed Excel report provides filter options for extensive analyses of the Structured Products.
Create the required reporting with just a few clicks
Clear portfolio overview including currency exposure, product exposure, issuer exposure and underlying exposure