COCKPIT - Online web-interface
COCKPIT is available in three versions:
- COCKPIT Advisor
This is the investment advisor’s primary overview tool for their clients’ portfolios/custody accounts, and is a great support for good dialogue with the client. It provides an overview of the composition of their portfolios, changes over time and a detailed yield trend.
- COCKPIT Client site
This is your customers’ online tool for an overview of their portfolios. It presents the same information that the advisor can see in COCKPIT Advisor.
- COCKPIT Mobile
A tool for end customers that offers a quick overview of their portfolios – anywhere, anytime.
“We use COCKPIT every day in the investment department in Sparekassen Kronjylland. COCKPIT is very intuitive to use and provides a clear overview of the client’s securities, yields, composition, transactions etc. COCKPIT also allows you to view a total portfolio spanning two or more customers. It is also easy to search for specific securities across a group of customers. We use COCKPIT as a tool during customer meetings, as it works well visually.”
Christian Bryder Dolberg, Investment Consultant at Sparekassen Kronjylland.