Transaction history - with Cofunds

Transaction history screen

We have extended our range of services to now offer a Transaction History module.

This uses one of our Portfolio Adviser modules to report the basic portfolio summary, combined with our Portfolio Updater moduled to obtain up-to-date valuations online direct from the product provider, without the need to use any back office system.

The new Transaction History module brings in the full history of all transactions from all wrappers for a particular client, showing details both by overall policy and by individual funds - all by the client simply clicking a button.

Currently this module downloads data direct from Cofunds only.

If you would like to know more about the features and costs, please contact us on 01453 521855.

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