General - Webfolio functionality - Integration  - Portfolio management - Contacts - Security - Reports

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 automated?
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 regular basis.

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 with Webfolio?
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 continual basis.

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.