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 our Portfolio Adviser module (which also enables you to upload data from certain back office systems if required), 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, Selestia and Cofunds.
Cost: Our charge for supplying this Portfolio Updater module is
- from £225 + VAT if added to an existing Portfolio Adviser module, plus £50 + VAT pm
- from £495 + VAT (including Portfolio Adviser) if added to an existing IFA Systems website, plus £125 + VAT pm all in, or
- from £695 + VAT (including Client Login and Portfolio Adviser) if added to a third party website, plus £145 + VAT pm.
The
minimum contract period is 6 months.
You can also extend these features by adding our new Transaction History module, enabling your clients to veiw not just the portfolio valuation but full transaction history details for policies held via Cofunds. See more...
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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