iPortfolio

iPortfolio

Portfolio management designed for investment advisors.

iPortfolio allows your investment advisors to easily build portfolios tailored to each client’s objectives and generate helpful illustrations. With multi-lingual and multi-currency support, iPortfolio lets your investment advisors serve clients around the world.

Watch lists & alerts

Watch lists & alerts

Advisors can create a watch list to look after their clients’ interests and receive timely alerts, for example, when funds reach targeted price levels or a client’s holding has grown to a desired percentage.

Personalized reports

Personalized reports

Advisors can create illustration reports with their investment recommendations, and generate performance reports with gain/loss ratios for clients.

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