IFA Systems has launched an addition to its web offering which allows clients to see the latest valuations for their products when logged into their IFA's website.
Called Portfolio Updater, the new service allows a client to request valuations direct from participating product provider systems and display them on a front-end web screen as account aggregation data. At this stage, the service only link to the Fidelity FundsNetwork and Selestia platform systems but IFA Systems hopes to offer a complete service eventually through links to as many provider technology systems as possible and regardless of the back office system the adviser firm operates from. More specifically, the system stores a history of up to 10 valuations and includes provide separ...
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