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Adviser & Client logins. Portfolio value by Tax wrapper. Portfolio by investment summary. Portfolio by asset class breakdown. All of these figures available at specific wrapper level. Figures change accordingly. Portfolio detail available at overall or wrapper level.
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Adviser & Client logins
Portfolio value by Tax wrapper
Portfolio by investment summary
Portfolio by asset class breakdown
All of these figures available at specific wrapper level
Figures change accordingly
Portfolio detail available at overall or wrapper level
Detail can be viewed by tax wrapper
Fund manager Fact sheets available
Summary of performance at portfolio or wrapper level available
Document library showing saved documents eg Valuation report
Access to stock market summary