Portfolio Manager

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.

Dashboard

An at-a-glance summary of both existing and proposed portfolios, including value, income, risk, performance and more.

Risk Profile

Select from a range of risk profiles and compare these to your existing portfolio. Apply the profile and adjust your investments accordingly.

Income Analysis

Plan, set and adjust your desired income throughout the year and monitor the effects it has on the value of your investments.

X-Ray

Use X-Ray to study your asset allocation, examine geographic distribution and analyse equity, interest, IA sectors and more.

Fund Info

Fund performance data, charges and objectives at your fingertips, or dig deeper with full analysis, background data, risk performance and more.

Fund Info

Performance

Detailed portfolio performance statistics including individual fund performance and overall portfolio value.

Total Control

Manipulate new and existing portfolios with ease.

Responsive Framework

Designed to look great on desktops and mobile devices.

Asset Allocation

Modern portfolio theory improves investment decisions.

Granular Detail

Full categorisation of assets provides greater insight.

Flexible Forecasting

Flex risk, exposure and income to achieve objectives.

Income Insight

Create accurate income projections when altering portfolio.

Target Management

Set targets and proactively manage their progress.

Reliable Service

Powered by FundsLibrary’s market-leading data services.

Customisable Interface

Easy to use, quick to upgrade and fully customisable.

Contemporary Design

Cutting-edge technology and modern design.

Product Evolution

Continual development of new functionality.

Dedicated Support

IT support provided by FundsLibrary experts.

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