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Investment Management
client-Assyst allows you to store an unlimited number of investments - PEPs, ISAs, Unit Trusts, Bonds, etc. for each client.
For each investment, you can store details of funds, number of units, unit price, history of payments and withdrawals, giving you and your client a complete picture of their investments on the portfolio report.
Fund and share prices can be updated through a utility that updates all clients at the same time, keeping your clients investment portfolio totally up to date.
Scheduled for late 2008 - automated licks to providers to download client contract details and up to date values.
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