Portfolio Manager is a suite of online tools, beautifully presented and created with simplicity in mind. It provides users with a clear picture of how their portfolio is constructed and how to flex investments to better serve their needs. Portfolio Manager applies a simple ‘top-down’ approach which generates a stronger foundation for investment. Using clearly defined parameters, you can construct and manage a portfolio based around targets and easily monitor their progress.
An at-a-glance summary of both existing and proposed portfolios, including value, income, risk, performance and more.
Select from a range of risk profiles and compare these to your existing portfolio. Apply the profile and adjust your investments accordingly.
Plan, set and adjust your desired income throughout the year and monitor the effects it has on the value of your investments.
Use X-Ray to study your asset allocation, examine geographic distribution and analyse equity, interest, IA sectors and more.
Fund performance data, charges and objectives at your fingertips, or dig deeper with full analysis, background data, risk performance and more.
Detailed portfolio performance statistics including individual fund performance and overall portfolio value.
Manipulate new and existing portfolios with ease.
Designed to look great on desktops and mobile devices.
Modern portfolio theory improves investment decisions.
Full categorisation of assets provides greater insight.
Flex risk, exposure and income to achieve objectives.
Create accurate income projections when altering portfolio.
Set targets and proactively manage their progress.
Powered by FundsLibrary’s market-leading data services.
Easy to use, quick to upgrade and fully customisable.