PortfolioINSIGHTS

Overview:

Fully integrated into the EWMS wealth platform

Helps advisors provide enhanced client service and drive referrals

Saves time, letting advisors focus on revenue-generation

Provides insight to support investment recommendations

Helps offer more value-added services to a broader client base

Provides insight into client's current holdings

Enables portfolio breakdowns by sector, geography or plan type

Provides risk/return profiles and fund correlation analysis

Easy-to-use, with no separate software or data entry required

Includes integrated data feed from Fundata Canada

Features Suitability, an easy-to-use, intuitive and graphical summary of a client's portfolio-level suitability

PortfolioINSIGHTS is a new and powerful suite of portfolio analysis tools that is fully integrated into the EWMS wealth platform and its front office system for advisors. This integration is what lets advisors and their assistants perform thorough, insightful and accurate portfolio reviews more quickly and easily. PortfolioINSIGHTS includes all of the following analyses:

Graphical display of Net Invested and
Market Value
Scatter plot showing risk vs. return of
portfolio assets
Numerous portfolio breakdowns, including by sector, geography and plan type
Detailed rate-of-return calculations
Fund correlation analysis

These analyses are linked directly to a client's portfolio, so there is no need to perform time-consuming data-entry or use a separate software program. As a result, advisors can now instantly present clients with detailed and accurate portfolio information, helping them support their investment decisions and product sales recommendations. All of this adds up to advisors' ability to extend "A" class service to a broader base of clients, garner referrals and drive practice growth