Portfolio Adviser Pro - key features
sector analysis
client risk report
investment risk report
Portfolio Adviser Pro gives you all the features of the Basic module but with the following additions, which give excellent charting and tabular reports that are easy for you and the client to grasp. It enables the IFA to personalise definitions and how data is presented.
The additional features include:
- sector analysis: displays a client's portfolio broken down by sector, using interactive pie charts and tabulated reports on funds under management.
- attitude to risk profile: allows the IFA to specify his own attitude to risk levels based on Standard and Poor's volatility index data: allows the client to indicate his preferred attitude to risk. The resultant chart compares the actual to the desired risk profile for funds under management for that client.
- funds under management: shows the IFA a number of views on funds managed, displaying data by fund type, provider, sector and risk level. Each report shows which client holds which funds listed.
You can then extend the facilities you offer your clients through this module by adding our
- 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.
If you would like to know more about the features and costs, please contact us on 01453 521 855.
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