Forte

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Overview

Forte from integrate is a web-based interactive information sharing portal that gives iPlus users greater visibility of their data.

Set up as either an external or an internal site it allows users to find, view, collate and share information. This information is fed to Forte from the core iPlus system, and so contains all the marketing and financial data items available at a given time – up to date, approved and market-ready.

Key Features

Access market-ready information from iPlus

The Information pages allow users to access any of the items of information available within the system. Users can filter the items by Fund, Strategy, Management, Share Class, Currency, or any other asset in iPlus. Any items you wish to keep track of from month to month can be added to a Dashboard.

Create custom Dashboards

Dashboards bring together items of information such as charts, tables, commentaries, statistics or ratings onto a single page. The content of this page can be assembled by users themselves, or set up in advance and distributed. Users can add items to their own Dashboards, arrange them using the drag-and-drop interface, and then share their Dashboard with other users.

System-wide data reporting

Forte gives users visibility of their whole data range, opening possibilities for detailed reports.

Product/Service details

User Suitability (Capital Markets & Investment)
Asset Managers, Trading firms, Wealth Managers