Product management made easy.
From an automated calendar and email notifications to enhanced visual charts, Lifecycle Manager is designed from the advisor’s point of view to easily assess, track, and manage your transactions all from one centralized location.
Portfolio Exposure Analysis
Lifecycle Manager features unique visual charts to assess your structured product portfolio’s total exposure to different markets. You can select multiple options such as issuer, product type, asset type, and more.
An Easier Way to Monitor Trades
Lifecycle Manager brings together all product information necessary to monitor each trade: documents, event results, event projections, similar products, education, hypothetical return charts, principal position data, and a product calendar to show what is coming up. This detailed data is then presented in a lifecycle grid screen that combines all live deals into an easy-to-read view of an advisor’s entire product portfolio.