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October 2016 Upgrade

Investment Recommendation

New AIM Shares feature for Discretionary Management Strategy.

New ISAable feature for IHT Portfolio Service.

Investment Review

New Partially Encash investment action. The old Encash now becomes Fully Encash.

Individual Savings Account (ISA)

The ISA sections have been overhauled. New Help to Buy ISA investment type and ISA Transfers are now within each ISA type.

While still officially termed a New Individual Savings Account we have, like many others, dropped the New.

Coming Soon...

we are currently working on further features.

Previous Upgrade

For details of the last upgrade click here.