Adviser & Clientlogins
Portfolio value byTax wrapper
Portfolio by investmentsummary
Portfolio by asset
classbreakdown
All of these figuresavailable at specific
wrapper level
Figures changeaccordingly
Portfolio detail availableat overall or wrapper
level
Detail can be viewedby tax wrapper
Fund manager Fact sheets
available
Summary of performanceat portfolio or wrapper
level available
Performance detail available
Document libraryshowing saved documents eg
Valuation report
Access to stock market
summary