Developments

One of our main objectives is to keep on developing and improving what we do.  The list below gives you some idea of the things we have been tackling over recent years, along with our regular maintenance and updates:

Oct 2009 - launched our new Client Information Centre for secure client communications
Sep 2009 - relaunched our Introsite package at lower cost
Jun 2009 - re-launched calculators to include graphical reports
May 2009 - re-worked the Quicklinks module, more new designs
Dec 2008 - launched Portfolio Adviser Pro with additional functionality, added new designs
Jun 2008 - Added Asset TV links to all sites, launched several new designs
Feb 2008 - more new designs, including a new range for Financial Planner package
Nov 2007 - added Transaction History to Portfolio Adviser
May 2007 - add fund history to Portfolio Adviser
Apr 2007 - re-launched the Introsite package
Feb 2007 - launched Portfolio Updater to allow online contract enquiries to Portfolio Adviser
Nov 2006 - more new designs, and Fund factsheets to Portfolio Adviser
Oct 2006 - added secure messaging facility to Client Login area
Mar 2006 - add cash account info to Portfolio Adviser

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