OLAP-enabled visual analysis of profitability for sell side, buy side and custody clients

Brokerages, asset managers and banks use Panopticon to visually analyze and monitor profitability in real time, at end of day and across historic time series. Typical implementations involve data federation incorporating feeds from transactional order processing and CRM systems and allocation of revenues and service costs in order to identify profitable and unprofitable business areas.

This Management Intelligence Dashboard displays Commission, Revenues and Trade Costs across client, product, and industry categories.Firms handling sell side, buy side and custody clients can improve their overall profitability by implementing Panopticon's OLAP-enabled, interactive dashboards to understand how profitable their customers are. They can also look at profitability for their traders, products, regions, offices, and other parameters.

Application scenarios include:

• Real-time P&L monitoring
• Trader profitability analysis
• Client profitability analysis
• Product profitability analysis
• Geographic profitability analysis
• Money flow analysis
• Investment research distribution analysis

Data visualization technology with the specific features you need for efficient profitability analysis

All Panopticon products support the critical functions required to analyze profitability efficiently, including:

• Subscribe to topics from a real-time message bus
• Subscribe to full and parameterized streams from CEP engines
• Federate static and real-time streaming data through joins and unions
• Display and interact with fund hierarchies
• Dynamically change additive hierarchies and aggregate values
• Drill and jump between data dimensions — for example, book to product to client to geography and so on
• Aggregation and netting
• Time window and time period analysis to identify deltas and changes between time periods
• Visualize trends, clustering, correlations, and outliers

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