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The interactive demo

The demo gives you a private sandbox firm in one click, with no sign-up. It holds six accounts, three model portfolios, twenty-one active compliance rules (twenty in three packages, one on user-defined fields), six users (one per role), a trade blotter with over 300 orders across the last few days, and an order history with something to investigate.

Opening and keeping your sandbox

• Click Try the interactive demo, then Start the interactive demo.
• Your sandbox is kept for you by a cookie in this browser. Come back within 24 hours and it is still there.
• After 24 hours without use it is deleted automatically.
• Reset demo (in the blue bar) throws your sandbox away and gives you a fresh one.

Switching roles

The blue bar has a View as menu with one person per role. Each is a user of your sandbox with different permissions, so menus, buttons and data change with the role:

• Trader (Taylor Brooks) lands on the trade blotter and works orders on five accounts.
• Portfolio Manager (Alex Rivera) rebalances, proposes orders and writes compliance rules in plain English.
• Compliance (Casey Nguyen) signs off rules, decides overrides, works violations and surveillance alerts.
• Operations (Riley Chen) confirms allocations, works the exception queue and runs end-of-day checks; reads the blotter.
• Admin (Morgan Lee) manages users, privileges, accounts and settings.
• Viewer (Jordan Ellis) reads two accounts and nothing else.

The guided tour

Twelve short steps walk through the pipeline, a compliance failure, the trade blotter (a plain-English filter and the blotter brief), writing a compliance rule in plain English and signing it off, rules from a mandate, the Operations queue, the copilot, an anomaly alert and the event log. Use Next, Back, End tour, and Start the tour again at any time.

Try it in the demoAll articles