The virtual portfolio provides access to fund data through your site, giving clients and prospects a reason to visit on a more regular basis. Users can browse and search through equities and funds, display performance history charts and compare selected funds in a graphical format. This is also a very useful point of sale and research tool to use in the office or at point of sale with clients when reviewing portfolios or recommending new investments.
Data is supplied for UK Equities and Investment Trusts, Indices and Currencies, UK Unit Trusts and OEICS, Unitised Unit Trusts and Life & Pension funds, and FSA Offshore funds. Data for funds is updated each day, and in real time with 15 minute delay for equities.
Users can also set up their own on-line portfolio for tracking investments, offering true “self service”.
Visit our demonstration site at http://webfund5.financialexpress.net/screenfinance/ to see how you can set up and track your virtual portfolio.
Please use “james” and “james” as a test login to view some sample portfolios.
Online Applications
