Portals Powered by Studio Widgets

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Introducing Studio: A versatile component library for user portals tailored to asset managers. From simple performance charts to interactive product explorers, Studio meets all your data display needs. Choose from pre-defined templates or create your own. Our expert services are here to help you configure your library from the start.

Authenticate Your Users

A set of widgets using authentication and secure logins to allow users to view their confidential data.

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Login and authentication

Add secure areas to your DXM site. Create secure portals with sensitive data.
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User profiles

Allow users to manage their own account and authentication details.

Guide Users to Your Products

A series of widgets designed with client-specific access in mind to search for and view appropriate funds and other data based on investor status and jurisdiction.

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Fund Explorers

Showcase your fund ranges to prospective buyers and surface critical information.
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Mini Fund Finders

Allow quick access to your product range from throughout your site.
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Fund cards

Showcase your featured funds anywhere on your site, including key data and documents.
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Portfolio centre

Surface client accounts and related data in our convenient explorer.
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Transaction explorer

Surface and search entire transaction histories for each individual account.
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Attestation

Signpost international investors to the right area of your site in a compliant way.

Visualize Your Product Data

A wide array of widgets used for a clear and easy-to-comprehend display of information, statistics, and performance.

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Awards

Showcase fund level awards.
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Bar chart

Showcase performance and other metrics in a variety of bar chart layouts.
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Chart tabs

Group multiple charts together in tab groups.
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Commentary

Display product related content, directly connected to your commentary library.
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Data download

Allow visitors to download any structured data set in XLSX or CSV.
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Data tables

Communicate a variety of financial data in flexible data tables, including features such as grouped headers and totals.
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Fact list

Outline key fund or account information in a facts list.
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Fund managers

Bring your funds to life by showing fund managers headshots, biographies, and other data such as employment and education histories.
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Key facts

Bring key fund data to life in key facts cards.
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Line chart

Display historical performance data, style drift, and any timeseries based financial data.
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Pie chart

Visualise holdings and other allocation data in customisable pie chart components.
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Radial chart

Create sophisticated radial charts, including nested radial charts for holdings data.
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Synthetic Risk and Reward Indicator (SRRI)

Display historical performance data, style drift, and any timeseries based financial data.
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Ratings

Visualise holdings and other allocation data in customisable pie chart components.

Serve Documents to Your Users

Apps that allow clients to easily and efficiently search for, view and download documents.

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Document explorer

Allow clients to flexibly search for marketing, regulatory, and account related documents.

Document list

Drop key documents into product or featured fund pages.

Document render

Allow documents to be previewed quickly within the browser.

Document portal

A complete document delivery portal.

Make Your Page Layouts Dynamic

Widgets which allow a user to easily and intuitively navigate a web page. ​

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Layout grid

Create custom layouts of any Studio widgets or HTML component.

Tabs

Floating tab navigation for longer digital pages with elastic scrolling.