Fund manager Govett Investments has set up a website for IFAs and investors.
The company says it has invested around £350,000 on upgrading its old site to provide more up-to-date and interactive services.
IFAs have a password-protected area at the site at www. govett.co.uk which provides commission details, IFA sales team contacts and Govett research reports. They also have access to client data to give investors valuations and movements on accounts.
Govett is adding client illustration and fantasy portfolio tools to the IFA section of the site next month.
The client illustration tool lets clients track existing investments and the portfolio tool lets potential investors look at possible fund returns.
The site includes a detailed fund factsheet which updates prices daily.
Direct customers can use their own password-protected valuation and dealing section to get account information and transact online.
New customers can buy a Govett Isa or Pep online and register for the valuation and dealing service. Govett is promoting the site with a mailing to 1,500 IFAs and a newsletter to 100,000 IFAs and direct investors.
Managing director (funds) Charles Lillis says: “Up to date information can be a powerful tool for the IFA and provides assurance for the customer.”