Customer Overview and margin

Customer Overview and margin

Kodiak Derivatives comes with a system addon, Customer Overview, that allows users to monitor customer status in the overall system. Included is an overview over number of open, total margin portfolio amount and PnL for the customer. Also, this addon monitors the margin status of the customer and displays in real time the status of the margin portfolio in relation to the forward portfolio. The system can also send out margin calls, either directly to customers, or to risk via email.

 

Customer Overview