A time-saving tool which:
- Provides rapid reviews for individual and multiple clients, multiple investments and group pension arrangements.
- Allows users to add Bespoke Funds, with any performance data; ideal for those working with restricted investment portfolios.
- Includes daily data updates containing historic performance information going back 10 years.
- Allows users to customise the review period, to produce accurate analysis up to and including the previous working day.
- Demonstrates all costs, contributions and withdrawals associated with the investment review period to help meet MiFID II requirements.
- Offers iO Store users full integration.
Delivering real value:
- Reviews and compares the fund performance within Pensions, ISAs, Bonds, GIAs, savings plans, and other investment products.
- Illustrates the cumulative past performance rates in monetary terms and as percentage growth.
- Shows relative performance of the existing fund(s) against sectors, inflation RPI/CPI indices and selected Morningstar Indexes.
- An option to compare existing portfolios with a remodelled portfolio, including past performance, within the same report.
- Allows users to produce one Client Review Report with multiple plan reviews.