In total portfolio analysis you are able to perform a comparison analysis across all your clients’ portfolios including entities in one place.

In this module you are also able to invest direct shares and view the direct share prices.

Platform and Investment Options

In your input section you can:

Add platforms and options

Delete platforms and options

Multi select to enter additional options in one place

Perform advanced options such as delete platforms in bulk and copy platforms

Select model portfolios

Filter to show all or specific owners of portfolios

Show all assets or filter by structure

Filter to view ASX view

In addition you can expand the screen to view a summary of each for:

Asset allocation

Past performance for product selected  or total portfolio as supplied by Morning star

Left to allocate

Strategy for each structure

Filter holdings

Fee analysis

TPA 001

 Figure 3.1.5.1

Adding a platform in TPA

1.Click “Add platform”

2.Select structure and owner

3.Select platform from dropdown

4.Select investment option by clicking dropdown

5.Enter dollar value of existing or recommended platform- ensure asset left to allocate is $0 to ensure like- for –like comparison

6.To add additional investment option, click “Add option”

7.To make recommended and existing platforms and options equal or calculate holding total from sum of options available, click arrow button                    

TPA 002

 Figure 3.1.5.1.1