The portfolio tool allows you not only to keep track of your clients' New Star funds but also to monitor unit trusts and OEICs managed by other asset managers as well as individual shares, life and pensions policies and items of value that make up their total worth. All you need to do is to insert details of your clients' investments, their prices and dates of purchase and you will be able to view an update of the value of your portfolio(s) on a daily basis.
Please log in below or register, if you are a first-time user, by clicking on the tabs.