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Website offers valuations

International IFA website is launching a portfolio valuation system aimed at providing IFA networks with status reports on investment and life products.

A similar system for all IFAs will be available in the next few months. It will offer an internet portfolio valuation and tracking facility as well as stock, fund, insurance and inv est ment product valuations.

It includes a database of client portfolios which contain current and historical informa tion. Exxactly says this will help IFAs reduce admin expenses while giving a speedy service. The system operates in a sec ure environment and is able to trade life products electronically.

Joint managing director Sherry Kegan Segal says: “The system consolidates reports across financial institutions, even those that do not as yet offer online services.”


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