A self-service platform designed to assist advisers and advisory firms in managing their investment proposition with a suite of portfolio, risk management, and client reporting tools.
Using its interactive functionalities, this system allows users to manage their portfolios, perform portfolio health checks, and generate market commentaries, all within a user-friendly interface.

Benefits:

• Power - a free to use, market-leading application for your investment proposition.

• Control - build, manage and track all your portfolios under one roof.

• Smart Content - automated commentaries and factsheets at the click of a button.

• 24/7 Monitoring - live performance tracking and risk alerts so you won’t miss a thing.

• Intelligence - health checks to help manage your portfolios, built with Consumer Duty in mind.