Online Valuations
This service is designed to give professional advisers access to all their clients' portfolio valuations online. The facility provides the option to view portfolios either by stock or by sector, and to print copies for future reference.
Furthermore, once a security PIN number has been issued, clients can view their portfolios, including ISAs, from the comfort of their home or office.
To see how our interface works, we have provided an example valuation for your reference.