Key Features
- Single daily data feed to manage.
- e-Portfolio works with all major software packages.
- Can be integrated into your in-house technology.
- Branding to fit into your web strategy.
- Weekly data auditing and reconciliation with product providers.
- Broad data coverage - able to capture and support any kind of managed fund product - master trust, wrap, retail, wholesale.
- The widest range of supporting interfaces - Supporting vendors include: XPLAN, VisiPlan, COIN, Count Software, adviserNETgain, Plantech, DMS, OLICC, BOSS, AMP My Portfolio and MLC AdviserCentral
