Portfolio Updater

       

If you want to offer your clients the ability to view their portfolios online, using up-to-date prices and information, whether or not you have a back office system, our Portfolio Updater product is the answer.

Used in conjunction with either of our Portfolio Adviser modules (which also enables you to upload data from certain back office systems if you use them), you simply need to provide your agency number for each product provider *. This will enable you to run bulk downloads of all policies held in your agency from a product provider's site to your website.

This will register those clients in your site, generating a unique username and password which can be sent to the client for them to log in securely and view their details. The client (or the adviser) can also choose to request an instant update from the listed product providers, to show the latest valuation(s).

* Currently this module downloads data direct from Fidelity and Cofunds.

You can then extend the facilities you offer your clients through this module by adding our 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 521855.

See also our entry in matrix in the site.

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