FT Interactive Data in portfolio management initiative
02 May 2002 | 2691 views | 0
FT Interactive Data, Unrestricted Resources Ltd (URL) and The Exchange have launched Inview, a new technology initiative designed to help IFAs and investment providers track and manage client portfolios more effectively.
Inview integrates URL portfolio management technology with a range of financial information from FT Interactive Data to create a single, intelligent view of client investment portfolios.
The solution's features include portfolio share analysis, investment graphs capital gains tax assessments, online client valuations and full audit trail capabilities. It also offers multiple portfolio management, global amendments advanced comparative tools and client management.
Additional software from The Exchange will help IFAs to manage sales administration, advice processes, customer management and compliance.
Ian Wood, business manager at FT Interactive Data, says: "Inview uses our market data feeds to update portfolios automatically. By combining our expertise, we can meet market demand for solutions that will help advisers to manage clients, investment managers to track portfolios and senior management to analyse the business more clearly."