Adviser & Clientlogins

Portfolio value byTax wrapper

Portfolio by investmentsummary

Portfolio by asset

classbreakdown

All of these figuresavailable at specific

wrapper level

Figures changeaccordingly

Portfolio detail availableat overall or wrapper

level

Detail can be viewedby tax wrapper

Fund manager Fact sheets

available

Summary of performanceat portfolio or wrapper

level available

Performance detail available

Document libraryshowing saved documents eg

Valuation report

Access to stock market

summary