Tasks / Try out

Action 1

Display EAM's employees

A click shows employees, Fred Fitzpatrick may stay in contact.

Action 2

Display Locations

A click shows all locations, contained in the graph. Click Action 1 before!

Social Graph

Social Map

V I S I B I L I T Y
 User  Organization

Page Content

This is partner's client profile page for B2B dimension.

  • Page contains reports, such as investment proposals.
  • Social Graph allows to chat with relationship manager (e.g. to agree execution of proposals)
  • Page contains Notifications (e.g. Private Bank's confirmation of order execution)

Reports

 Reportset according to your profile.

  • Conviction Fund Offering Switzerland
  • Advice Basic
  • Advice Advanced
  • Research Methodologies