PMS Widget Explanation

Overview

The Performance Watcher Widget is a no-cost, plug-and-play benchmarking tool for PMS and core banking platforms. It leverages anonymised real-world portfolio data from the PW community to deliver intuitive, peer-based performance insights, transforming static reporting into dynamic, risk-adjusted comparisons.

Key Benefits

1. Value-Added Benchmarking

• Live Peer Comparisons: Based on real discretionary portfolios from across the industry.

• Visual Insights with the Perfometer: Simple, client-friendly display showing portfolio positioning against peers (“the Weather”).

• Daily Updated Indices (PWI⁺): Risk-profiled, currency-specific benchmarks reflecting actual market behaviour.

2. Differentiation & Trust

• Institutional-Grade Tools: Deliver a capability often reserved for large wealth managers.

• Transparency & Simplicity: Clear performance communication builds client trust.

• White-Labeled: Runs under your brand, with discreet “Powered by PW” signature.

3. Zero Cost, Zero Commitment

• Free Access: No licensing or per-user fees.

• Affiliate Revenue: Share in revenue if clients convert to the PW platform via the widget.

• Seamless Distribution: Can be deployed to all clients by default (opt-out model).

Implementation Steps

1. Confirm Scope

• Define objectives, data sources, and KPIs.

• Assign roles for project ownership and technical liaison.

2. Data Access & Setup

• Share access credentials and documentation.

• Prepare data feeds (see below for requirements).

3. Pilot Integration

• Deploy test widget.

• Validate metrics, review client experience.

4. Final Launch

• Activate for broader client base.

• Coordinate marketing and communication strategy.

Technical Requirements

Data Contribution (Anonymized):

• Formats: API (CSV or JSON via SFTP also available)

• Security: Fully anonymized, GDPR/nLPD compliant.

Integration Options

Both methods are fully supported and include templates and snippets to accelerate onboarding. Ideal for dashboards, portals, or client apps.

Optional Add-Ons

• Widget Plus: Adds relative peer positioning.

• "The Analyse": Full analytical dashboard with risk/return graphs and stats.

• PWI⁺ Indices Feed: For proprietary reporting or enhanced integration.

  Tests

  You can adjust the parameters to observe the changes in colour, weather and data.

  🌐 Widget test : https://widget.performance-watcher.com/perfometer?test=true&perfometerZone=3&returnZone=2&volatilityZone=1&return=1&indexReturn=2&volatility=3&indexVolatility=4&adjustedReturn=5&adjustedBenchmarkReturn=6

  🌐 Small Widget test : https://widget.performance-watcher.com/small-perfometer?test=true&perfometerZone=1&returnZone=-1&volatilityZone=-2