Our innovative online platform offers 24-hour access to clients and their advisers. It allows instant consolidation of all your investments, real-time portfolio valuations, detailed analysis of investments, performance measurement and details of asset exposure.
Once logged into the secure platform, you can access the exceptionally fast and efficient management reporting tools available. Our investment platform allows for immediate and comprehensive internet based valuations, urgent commentary and the “reasons why” each investment decision was made – all in a comprehensive and understandable format. With a few clicks it is possible to draw a full management report which can be viewed online, printed or saved as a PDF. This reporting package is fully customisable and allows you to choose the dates and style of your report.
