Portfolio Adviser

       

Portfolio Adviser is an invaluable addition to your website which allows you, the Financial Adviser, to display a complete one-page summary of the policies and investments that you manage for each client, for that client to log in and view securely online.

The module uses our Client Information Centre module (included as standard in our Infosite and Financial Planner website packages, but also available as an Add-on), to give your clients secure access through your website to their data.

We have two levels of this module, Portfolio Adviser Basic and Portfolio Adviser Pro, the second of which also provides details on funds under management, sector analysis and risk profiling.

New!  We also offer a version which links to JCS's Adviser Suite - click here for more details.

You can then extend the facilities you offer your clients through this module by adding any of the following:

• Fund Factsheets to enable your clients to drill down to various levels of detail on each fund, including fund history and comparisons. For this to be active you need to use MEX codes in your back office system
• Portfolio Updater to enable you or the client to request an instant valuation from certain product providers both in terms of prices and units
• Transaction History to enable you or the client to obtain instant details of all transactions for a policy, broken down by fund.

IFA Systems have developed Portfolio Adviser by working with the following back office software providers:

Avelo - the company launched in 1996 and now provides technology solutions to over half of the professional financial advisers in the UK.
Prestwood Software - "Lifestyle Financial Planning means Prestwood". Since 1975 Prestwood has been helping Financial Planners build successful businesses.

We have also developed a special version of this module for users of JCS's Adviser Suite - click here for more details.

JCS - Financial Planning software. Developing solutions for Financial Advisers since 1982.

If you would like to know more about the features and costs, please contact us on 01453 521 855.

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