Adviser & Client logins
Adviser & Client logins
Dec 30, 2015
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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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
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