Fund Analysis
Managing client fund information is made simple with our Fund Analysis tool. You have the ability to locate funds by applying advanced filters to extract the data you need. Within this functionality you also are able to produce fund factsheets and charts.
The fund data is supplied by Financial Express, which includes a daily price service. The fund feed will also supply a daily up to date currency feed.
Adding to this powerful functionality, you also have the ability to produce additional fund reports which include a risk comparison matrix, asset allocation reports and fund performance charts.
With the Fund Analysis tool within Intelligent Office, servicing your clients needs can now be made simpler and conducted in a more efficient manner. Amongst the key benefits within this functionality is the fully integrated nature of the offering, saving many hours of time, no data is required to be keyed as existing plans and assets are utilised. The quality of the tools are second to none and would costs many hundreds of £££’s per month per user if sourced externally.
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