Adviser Workstation provides a full suite of portfolio management and reporting tools that provide up-to-date portfolio analysis at your fingertips. The quickest and easiest way to analyse your clients’ portfolios is to import them from the platform or wrap where they reside. Click here to view a short video of this process.
The example is with the Transact platform, however the process in Adviser Workstation is very similar across other platforms.
If you do not see your preferred wrap or platform in the list of Custodian and Accounting Templates, please let us know. We can build a custom template just for you.