They are frustrated with current client reporting solutions that generate dozens of statements yet provide no real insight. PortfolioScope lets you answer this demand immediately and cost-effectively, solidifying your position as the user's online financial hub.
Investors can also create custom views that consolidate any combination of accounts.
Unlike most web-based trackers, PortfolioScope covers the full range of asset classes needed to satisfy the sophisticated investor including foreign securities, fixed income, and even exotic options. User Level Customization User level customization makes PortfolioScope friendly for the novice investor and powerful for the sophisticated trader. The My PortfolioScope feature lets users specify benchmarks, portfolio goals and over 50 other settings to customize their experience and streamline their sessions. For a walk through of the PortfolioScope system, see the Guided Tour .