The First Screen is the Objective Quantification Tool (OQT) Dashboard. This will show investment diversification, Investment Risks, Cashflow, and pending considerations for the portfolio. Such as an investment coming due. SEE WIRE FRAME JPEG
The Second Screen is the investment look up screen. Once they look up and investment they can click and enter button. If they can not look up an investment they need to have the option to enter all the data.
The Third Screen is the Reporting. We Will have multiple reports that they can go to. Each reporting is catorgoized as a Safety Reports (identifing Risk), A Liquidity Report (identifying cash-flow), Yield Reports, Monthly Reports (or timely... annual, quarter, monthly, before the meeting, etc) Lastly Compliance Reports.
Is the report under safety, liquidity, or yield. For design purposes this is a navigation page to each report.
The Last Screen is the Library. This would have the Previous months investment report, it would have a pdf of the investment policy, bond indentures, RFP's RFQ's, Vender Due Dillegence.