Investments
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Fund charting tool
A flexible online tool which allows advisers to look at the performance not only of Scottish Widows range of OEIC, life and pension funds but those of other fund groups as well. This whole of market data is also enhanced with sector and indices performance numbers.
P2 Portfolio Planner
Shouldn't portfolio planning tools make your job easier?
P2 can do just that. You can recommend portfolios from the entire UK life, pension and investment fund universe, analyse existing assets and more - all in one simple, secure environment.
OEIC and ISA Fund Prices
Our fund prices are updated each working day. The value of an investment is not guaranteed and can go down as well as up. In addition any income from shares in a OEIC or ISA fund can go down as well as up. Past performance is not a reliable indicator of future results.
Life Fund Prices
Our fund prices are updated each working day. The value of an investment is not guaranteed and can go down as well as up. Past performance is not a reliable indicator of future results.
Investments portfolio valuation and administration
Flexible Options Bond Tools
FOB commission calculator
Calculate different commission options from the flexible menu of choices. Demonstrates the effect on both the establishment charge and the allocation rate based on enhanced FOB terms of 0.5% additional allocation.
