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The New FundApps Dashboard

Posted by Andrew White on Oct 25, 2011
Workflow

For the upcoming release we have a snazzy new user dashboard (which is the first screen after logging in).

In it you can see:

  • An overview of today's results
  • Your to-do list
  • Any Regulatory updates
  • An overview of the last month in a cool interactive graph

Added to this we have an inbuilt messaging system, so that any issue which you should probably be aware of is brought to your attention via e-mail.

For example whenever the ex-post check is run for a fund you will receive an email saying that the fund was checked, how many breaches were detected and how many were new:

 

 Email notification

 Email notification about required disclosure

 

By clicking on the link you are logged into the system and can drill down into the results.

All in all we think it's a great step forward.