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COCKPIT

COCKPIT - Online web-interface

COCKPIT is our graphical presentation tool for a clear and easy overview for investment advisors, management and end customers.

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. 

citationstegn.png“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.

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