The Investment Solutions Portfolio Analyser app gives registered clients of the Company useful insight into their investment portfolios. With information on:
• Performance
• Asset allocation
• Risk stats
• Economic indices and more,
The world of portfolio management has become that much more accessible; keeping you ahead of the curve.
The application is updated monthly, about 2 weeks after month end. This means monthly data downloads will be required. Please be patient through this process, we know it will be worth it.
Should you have any queries or suggestions please contact Investment Solutions.