Advisers can save all of their research as they go, for a clear audit trail of their selection processes.

 

 

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tick-12  SAVE YOUR FILTERS

You can save client-specific filters, so you can quickly apply the same filters when that client is looking to invest and check their criteria against all current open offers.

 

 

 

 

 

 

 

 

 

tick-12  SAVE YOUR COMPARISONS

Each time you compare two or more funds, that comparison is auto-saved. You can see all saved comparisons at any time, rename them, and add any client or investment notes.

 

 

 

 

 

 

 

 

tick-12 SAVE YOUR PORTFOLIOS

You can also save all of your portfolios, name them, include any client or investment notes, and add investments to them as your clients’ portfolios mature year-by-year.

 

 

 

 

 

All investment pages, comparisons and portfolios can be printed – perfect for client meetings or simply to stick in your client’s file.

 

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