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Adviser & Client logins PowerPoint Presentation
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Adviser & Client logins

Adviser & Client logins

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Adviser & Client logins

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Presentation Transcript

  1. Adviser & Client logins

  2. Portfolio value by Tax wrapper

  3. Portfolio by investment summary

  4. Portfolio by asset class breakdown

  5. All of these figures available at specific wrapper level

  6. Figures change accordingly

  7. Portfolio detail available at overall or wrapper level

  8. Detail can be viewed by tax wrapper

  9. Fund manager Fact sheets available

  10. Summary of performance at portfolio or wrapper level available

  11. Performance detail available

  12. Document library showing saved documents eg Valuation report

  13. Access to stock market summary