May 2016 Upgrade

Structured Product

A standalone Structured Product investment type has been added for when there is no wrapper (such as GIA or NISA where it remains an Investment Strategy option).

Fact Sheets

New facility to link Fact Sheets to your funds and portfolios so that they may be automatically included in the appendix when recommending them.

Coming Soon...

More developments are in the pipeline so look out for further news.

Previous Upgrade

For details of the last upgrade click here.