Our tools

Our market-leading CGT calculator is fully integrated with the platform, providing both realised an unrealised gains reporting.

• Everything in one place – Access realised and unrealised gains reporting, capture previous acquisition costs for re-registrations and in-specie transfers, and take into account corporate actions and distributions.
• No need for re-keying – Our CGT calculator is integrated with the platform and comes preloaded with full information on your clients’ assets.
• Prevent errors – Ability to load the book cost when re-registering assets preventing assumptions and errors.
• Scenario planner functionality – Check scenarios before making any sale requests.

Get information about your business and clients at the touch of a button – with access to over 45 user-friendly reports. Within seconds, it can identify the funds your clients are invested in and provide a breakdown of charges.

Your clients can log in anytime, anywhere, to review their investments in real time. Investors can see where assets are invested and how they’re performing at the click of a button.

Construct and amend unlimited model portfolios online – then use them instantly. Our Model Portfolio Manager gives you full administrative control to construct and amend model portfolios online. Set up an unlimited number of portfolios for different risk profiles and use them instantly. You can also synchronise all clients’ trades within a model portfolio saving valuable time.

Evaluate portfolios quickly and easily. Our Model Portfolio Evaluator helps you evaluate a client’s portfolio against model portfolios you have previously constructed. This means you can easily and efficiently manage your clients’ portfolios in accordance with their asset allocation and advice strategy. All while checking the efficiency of your constructed portfolios against the market.

Deep dive into your clients’ portfolios to assess performance and other viable strategies:

• Review performance – Assess performance of a client’s portfolio considering their actual cash flow. 
• Calculate returns – Calculates the rate of return earned on their money. 
• Assess other strategies – shows how investments are performing and can measure the success of switching strategies. 

Access the Portfolio Performance Review tool under ‘Research Tools’ on the Adviser Zone homepage.

Your one-stop shop for the latest updates on client cases and submissions. Our Notification Centre makes it easy to keep track of client cases and saving you valuable time and energy.

• Filter by investor, product or process
• View the most requested updates using quick picks
• Enjoy dual screen functionality
• Use our improved case tracker
• Receive transfer out updates
• Quickly respond to document required notifications

Get the latest insight on fund performance. Chart selected funds and monitor their performance over a choice of time periods. You can also compare against other funds and benchmarks, such as sector averages and indices.

Our platform interfaces with a wide range of back-office systems seamlessly. We also offer integration via the FINIO data hub. The hub connects investment platforms with software providers – transforming, enriching and reconciling data before passing it on. It means you benefit from better quality data and a reduction in the manual inputs.

Learn more about Finio here >

Manage Letters of Authority (LoA) completely online across multiple providers. Unipass Letter of Authority is a flexible, efficient, digital service, which solves the issues experienced between advisers, providers and platforms in sending and receiving letters of authority. We’ve embedded this service on our platform to streamline and speed up the LoA process for advisers. Save admin time by accessing and actioning your LoAs through the Unipass online portal.

Drill down and conduct a thorough examination of client portfolios. Analyse asset allocation, geographical and sector split, returns compared to benchmarks and risk ratings. These reports are ideal for client updates and annual review packs.

Chart funds based on their performance and risk rating. You can also chart assets such as unit trusts/OEICs, life and pension funds, investment trusts and ETFs. Information provided by FE fund info – a leading financial data company connecting the investment industry in the UK, Europe and Asia Pacific.

Do more online than ever before. Almost all our processes are online and we allow signatureless forms that can sent to us via secure email. Saving you time and reducing effort.

Do more online than ever before. Almost all our processes are online and we allow signatureless forms that can sent to us via secure email. Saving you time and reducing effort.

Generate clear, personalised, and easy to understand illustrations to help your clients make informed decisions about their financial future.