TotalView

Link the power of Salesforce with the functionality of a portfolio management system.

Upcoming ZipChat
September 28, 2021

ZipChat E15: Data Visualization & Analytics in FinTech

Understand the importance and impact of data visualization in FinTech solutions

Register
Upcoming Event
October 4 - 6, 2021

ITC Vegas 2021 – World’s largest InsurTech Event

Join us to explore innovations in the InsurTech industry with InsurTech Experts

Meet Us
ZipRadio Podcast
September 8, 2021

Episode 13 – Access and Transmission of Healthcare Data

Our HealthTech experts discuss secure access and transmission of healthcare data

Play Now

TotalView is a portfolio management system built on the Salesforce Force.com Platform.

Out of box, the solution allows advisors to view and maintain portfolios, accounts, and holdings, and when combined with our Rebalancer enables model creation and assignment to establish and maintain desired strategies. The application produces custodian specific trade files for the top tier custodians and can be enhanced to incorporate custodian APIs or a 3rd party brokerage service.

  • User Management
  • Account Management
  • Portfolio Management
  • Portfolio Analysis
  • Securities Management
  • Security Lots Management
  • Ad-hoc Trading via Trade Files
  • Transactions Maintenance
  • Trade Rule Maintenance
  • Reconciliation
  • Data Management and Import

Additional features and key benefits

  • Portfolio management solution that is fully integrated with Salesforce CRM
  • Compatible with both Salesforce Classic and Lightening Experiences
  • Cloud-based, intuitive, high performance platform
  • Enables advisory firms to move from spreadsheets to more scalable solution
  • Facilitates compliance requirements for more thorough record keeping and more frequent contact with clients (KYC)
  • Can be licensed “out-of-box” or customized to meet specific needs
  • Implements Standard and Custom Objects including tables, created fields, formula fields and page layouts
  • Implements Visualforce Pages, Apex Classes and Triggers Fully integrated REST API for portfolio rebalancing/trading
  • Supports customized system settings/preferences at firm and portfolio levels
  • Supports model management at model and asset group levels
  • Includes Salesforce Data Import Wizard for importing securities

Trending Topics

Amazon AWS

AWS IoT Exploration – Part I – Device connection & authentication

This guide will walk you through the process of connecting a dummy device/dummy IoT thing to the AWS IoT console. Connecting to the AWS IoT platform requires authentication and we…
doctor with child and mother
Healthcare Regulations

Using Regulatory Measures to Optimize Care Delivery, Patient Outcomes, and Earnings

The American Hospital Association reports the average community hospital spends over $7.5 million every year on regulatory compliance. Healthcare organizations need a data-driven approach to measure the value of the care they deliver and…
Hospital Meeting
Big Data

Best Practices for Overcoming Challenges to Data Governance in Healthcare Organizations

Data governance is the foundation for organizing and managing data and information assets across the enterprise. It provides healthcare organizations with a means to integrate both clinical and business policy…