Investment Performance Reporting for Websites & Statements

FOMManage Administrator Tools

Robust Administrator Tools...
EnterpriseROR comes with an extensive suite of administrative tools for verifying calculations, the adequacy and correctness of raw data supplied to the FOM engine, statistics about usage and cache hits, error logs indicating faults such as a missing price or transaction, inaccurate share/unit balance information, processing performance and the ability to set a "trace" on a specific investor ID for dumping raw data needed for analysis by dailyVest or your firm. See the thumbnails below for details about some of these features. 

Display Logs
The FOMManage "Display Logs" Administrator panel allows firms to monitor details about the FOM's processing, error conditions, etc. Many times this tab exposes data errors in account data or data deficiencies, for example a missing transaction.
FOMManage Display Logs

Usage Statistics
The "Usage Statistics" panel is designed to provide firms with details about investor usage, which pages (or analytics) are most popular, which group of investors (e.g., a plan) uses the dailyVest performance reporting analytics the most/least, etc.
FOMManage Usage Statistics

Set Trace
Occasionally it is necessary to capture the data of a specific investor for analysis by our firm or yours. This might be required, for example, because an ending balance displayed in a performance report appears incorectly. 
FOMManage Set Trace

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