Skip to main content

 

 

Go Search
Home
  

Welcome to the PinPoint Demo for Investment Banking

PinPoint Retail comes with ready sample dashboards and demo data used for analyzing investment banking operations across multiple locations, branches, salesteams and sales personnel, including sales quotas by client portfolios and investment value, client segments and asset classes. PinPoint comes with a Business Intelligence portal, dashboards, workflow, user permissions, email templates and more.

If you do not have Microsoft Silverlight (MS’s version of Adobe Flash Player) on your computer, when opening a dashboard or the portal home page,  you may see a Silverlight icon with a prompt to install. If you already have Silverlight installed, the dashboard will load, followed by a demo database which can take from seconds to a couple of minutes, depending on its size. After the first start up, caching will give an almost immediate start the next time you open a dashboard.

The Demo application does provide you with functionality to fully interact with the demo database and reports. It does not, however, allow you to create or edit dashboards, connect to a server or clone a dashboard. If you are seeing this as an online demo, you can get the full experience of PinPoint, by taking a no obligation, 30 day free trial.

To go ahead with this Investment Banking Demo, click here to open a dashboard.

     

 User Information

 Tasks

Please Wait...

 Events

Please Wait...

 Notes

Please Wait...