We have introduced a new suite of online policy reporting functionality which will provide full fund performance and analysis on your clients policies.
‘Asset Analyser’ is a new feature built into our existing contract enquiry service which will enhance your options for analysing key data and assessing the performance of your client’s policies, key metrics include:
- Asset / Geographical / Sector Split analysis
- Portfolio composition
- Portfolio Risk
- Stock overlaps
You can also create fully customisable PDF reports, ensuring that they are tailored to meet your client’s specific needs. In addition our comprehensive reporting suite supports full PDF print capability, including ‘Valuation’ and ‘Investment History’ reports which capture both current and historical performance data.
Client Management Centre 3.27 mins
Our new suite of policy reporting options