| | 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 |
Rodriguez
AlphaBetaRequirmentMacro.xlsm
