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Ledington for financial advisers

Answer the question while you are still on the call

A client asks why a holding is down. You want the position, the filing behind the move and a chart, on one screen, in the time it takes them to finish the sentence. That is the whole job, and it is what a linked layout is for.

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What the day actually asks of you

Every book in one ledger

Positions across accounts and institutions, the lots underneath them and the blotter behind each one, built from transactions rather than a list you keep updating.

PORTHOLDBLOT

Performance you can talk through

Time-weighted returns next to volatility, beta and drawdown, with exposure broken out, so you can explain a quarter rather than just report it.

PERFPRISKEXPOSURE

Answer the awkward question

Pull the financials, read what management said about the risk, and open the filing that caused the move, without putting the client on hold.

FARISKFILN

Watch what clients will ask about

Keep the names across your books in shared watchlists, and set alerts on the levels and headlines that generate phone calls.

WLALERTBRIEF

One screen, one symbol

Link the portfolio, chart, news and filings to the same colour group. Click a holding and the whole screen moves to it.

L1POPLAY

Hand something over

Export the position or the performance table to a spreadsheet and the chart to an image, each carrying its source and any delayed marking.

EXCELPNG

Ten minutes before a client call

A saved layout, one colour group, and the answers in the order the client will ask for them.

  1. PORT

    Open their book

    Positions, cash and exposure across the accounts you keep for them, with the blotter behind anything that looks odd.

  2. PERF

    Check the quarter

    Time-weighted returns with volatility and drawdown beside them, so you lead with the explanation rather than the number.

  3. N

    Find out what happened

    Click the holding that moved and the linked news and filings panels follow it, straight to the document behind the move.

  4. EXCEL

    Send something after

    Export the table, and the source and any delayed marking go with it, so what you hand over can be checked.

Questions from financial advisers

Ledington for other roles

Try the terminal before you sign up

The demo runs on simulated data and needs no account, so you can open every panel and build a layout before you talk to anyone.

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In your browser or on your desktop

Use Ledington in any modern browser, or install the desktop app for its own window and an always-on-top mode. Your layouts follow you between them.

Available for macOS and Windows.

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