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Adviser & Client logins

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Adviser & Client logins. Portfolio value by Tax wrapper. Portfolio by investment summary. Portfolio by asset class breakdown. All of these figures available at specific wrapper level. Figures change accordingly. Portfolio detail available at overall or wrapper level. - PowerPoint PPT Presentation

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Page 1: Adviser & Client logins

Adviser & Clientlogins

Page 2: Adviser & Client logins

Portfolio value byTax wrapper

Page 3: Adviser & Client logins

Portfolio by investmentsummary

Page 4: Adviser & Client logins

Portfolio by asset

classbreakdown

Page 5: Adviser & Client logins

All of these figuresavailable at specific

wrapper level

Page 6: Adviser & Client logins

Figures changeaccordingly

Page 7: Adviser & Client logins

Portfolio detail availableat overall or wrapper

level

Page 8: Adviser & Client logins

Detail can be viewedby tax wrapper

Page 9: Adviser & Client logins

Fund manager Fact sheets

available

Page 10: Adviser & Client logins

Summary of performanceat portfolio or wrapper

level available

Page 11: Adviser & Client logins

Performance detail available

Page 12: Adviser & Client logins

Document libraryshowing saved documents eg

Valuation report

Page 13: Adviser & Client logins

Access to stock market

summary


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