Full Range of Investments
Caters for a variety of different investment types including individual funds, ETFs, DFMs and model portfolios.
Preloaded Example Investments
Example investments are included to aid your understanding of the sort of information you may wish to include for a variety of investment types. They can also be used as a template to create your own.
Centralised Investment Proposition
Set up your account so an asset allocation pie chart and / or a table of the underlying funds that make up a model portfolio can be automatically inserted into your reports with a couple of clicks.
Saves time when adding multiple investments with similar information e.g. risk-rated model portfolios where the underlying funds are broadly the same but the allocation % are all different.
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