Webfolio functionality -
management - Contacts -
What is meant by integration?
Integration is taking your existing
portfolio management databases and data sources (usually from a
number of systems) and creating a historical profile within Webfolio.
After reconciling the information and a period of parallel execution
as required, the cut over to Webfolio will contain the
operating data to avoid having to go back to legacy systems.
How is data input? Manually or
New installations require that
Digital Shape and the customer work together closely to transfer
existing customer data to Webfolio to ensure seamless
integration from the outset. Where possible, maps of the existing
data are taken along with the interface requirements, and the data
is converted using Webfolio’s import tools. Certainly
additional and new data can be input manually.
After conversion, new quotation and
fund data can be downloaded from a number of quote providers on a
We currently use PerTrac©.
Can Webfolio be integrated with PerTrac©?
Yes. PerTrac© data feeds have been
integrated into several Webfolio installations.
Can our Lotus Notes system work
Yes. Several Webfolio
customers use Lotus Notes for messaging, scheduling, and
collaborating. In those environments Webfolio has been
configured to integrate Notes emails, documents, and scheduling.
Other Webfolio customers rely upon Microsoft Office
applications for the same purposes and Webfolio is seamlessly
integrated with them as well. Regardless of how you work, Webfolio
can work for you.
Can I incorporate streaming data
into my Webfolio environment?
Yes. Webfolio has links to
quote providers and the means to take in and report quotations on a
How do we share data with our
offices on other continents?
Webfolio will work within
your existing company communications structure, including LANs,
intranets and extranets.
Depending on your needs, and degree
of access required, Webfolio will be configured to allow
access to the database servers for authorized users anywhere in the
world. Where more than one instance of Webfolio has been
implemented for multiple offices, connection is provided as defined
by your list of authorized users, and cross-communication by way of
portfolio proxies supports offsite portfolio advisory functions.