New functions, improved navigation, even better overview – LLB Portfolio Analysis in November 2020

In LLB Portfolio Analysis, users receive a revised navigation and a new Dashboard with specific views and functions. Depending on the mandate, investment clients have access to new analysis options for their custody account. Institutional clients benefit from a Cockpit with which client assets can be directly managed and analysed.

New navigation

LLB Portfolio Analysis is being presented in a new way within our web portal, receiving a newly structured navigation. This makes navigation aids in the content obsolete, and users have a better overview of the functions and views.

Dashboard

The entry page to LLB Portfolio Analysis, the Dashboard, has been redesigned – also thanks to client feedback. In future, predefined tiles with information grouped by content will be presented. Institutional clients receive a Cockpit tailored specially to their needs.

Quick Link menu

The Quick Link menu – the button at the bottom right of the screen – can be used to perform frequently used functions such as payments, securities transactions, etc., directly and conveniently. It is now no longer necessary to navigate to a specific page in LLB Portfolio Analysis for that purpose.

Cockpit

Institutional clients now benefit from a special Cockpit which allows them to analyse and manage their client assets. With its new functions, the Cockpit serves as a working tool and central point of entry for this client group.