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 Login facility (standard in all our sites), to give the client seure 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.

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 the 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, with more to follow shortly including JCS :

1st - the company launched in 1996 and now provides technology solutions to over half of the professional financial advisers in the UK.

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

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