Account Alerts -Trade Activity Thesis
Sheet1
| Requirement Form | |||||||||||
| Account Manager | JIRA WE | ||||||||||
| Firm Contact & IBD Number | PROJECT TITLE: | ||||||||||
| agreement singed | Product Manager | ||||||||||
| Targeted Publishing Date | Project Manager | ||||||||||
| Alpha | |||||||||||
| Development Type | REQUIREMENT | Status | Additional Options | Notes | ID | Development Type | REQUIREMENT | Complete | Additional Options | Notes | |
| Site Page | New or Existing Client | Please Select | REQ-001 | ||||||||
| Subscription | Research: Markets | Please Select | Please Select | REQ-002 | |||||||
| Subscription | Research: Markets – Quotes Delayed | Please Select | REQ-003 | ||||||||
| Subscription | Research: Markets – Quotes Realtime | Please Select | REQ-004 | ||||||||
| Account Alerts -Trade, Activity, Margin Call and Holdings | Please Select | REQ-005 | |||||||||
| Site URL Name | Please complete | URL Site: We normally use the convention of https://<IBD NAME>.netxinvestor.com for most firms. NOTE: Cannot be the same URL as other sites that are in production. Domain: This is determined by the .netxinvestor.com (or PAS – .pershing.com) We will automatically choose this based on whether PAS or not. | REQ-006 | ||||||||
| Logo – .jpg, .png, .gif (min 200x50px): | Please insert image | Logo uploaded to JIRA WE | REQ-007 | ||||||||
| Background Image – Pre-log in page 1440 * 620 @72DPI. | Please insert image | 08-02-21 – Image provided and loaded into JIRA WE | REQ-008 | ||||||||
| Color Palette IBD proivded colours 1. Primary Navigation 2. Secondary Navigation 3. Accent Colors (buttons) | Please complete | Color palette (will be able to review in the Site Builder Tool) or hex code values for primary, secondary navigation and accent colors (buttons) Example: Color choices and placement | REQ-009 | ||||||||
| Description of the Site | Please complete | This is your site’s description that will be for your reference in case you create more than one site – not visible to end customer | REQ-010 | ||||||||
| Site Ttle | Please complete | Site Title: This will be the title of the pre-login landing page. Web browsers will display the title at the top of the browser window or tab – visible to end customer | REQ-011 | ||||||||
| Free Text Areas | Pleas complete | REQ-012 | |||||||||
| About Us | Please complete | 300 character maximum | REQ-013 | ||||||||
| Contact Us | Please complete | 300 character maximum | REQ-014 | ||||||||
| Trading – Equities/ETFs | Please Select | REQ-015 | |||||||||
| Trading – Mutual Funds | Please Select | REQ-016 | |||||||||
| Trading – Options | Please Select | REQ-017 | |||||||||
| Trading – 529s | Please Select | REQ-018 | |||||||||
| Asset Movement – ACH | Please Select | REQ-019 | |||||||||
| Asset Movement – Set up standing instructions | Please Select | REQ-020 | |||||||||
| Account Performance -UGL on Summary Page | Please Select | REQ-021 | |||||||||
| Account Performance -Valuation Over Time | Please Select | REQ-022 | |||||||||
| Account Performance -Account Performance Gainers/Losers | Please Select | REQ-023 | |||||||||
| Research Content – Screens in Research | Please Select | REQ-024 | |||||||||
| Research Content – “Funds Like” Component in Research | Please Select | REQ-025 |