Advisors can now run head-to-head portfolio comparisons
May 8, 2013
/CNW/ - Invesco Canada Ltd. today announced the launch of an enhanced version of
, which now allows financial advisors to build, analyze and compare custom portfolios, including competitor products, for their clients online.
The addition of a Portfolio module to the
suite of financial tools allows advisors to:
- Create and compare custom portfolios for their clients in minutes
- View onscreen fund performance figures, management expense ratios, and risk/return and allocation data instantly
- Choose from virtually all Canadian mutual funds and exchange-traded funds (ETFs), including those of Invesco Canada's competitors
"As an independent investment management firm, our aim has always been to provide flexible, convenient and comprehensive tools to help advisors make the best choices for their clients," said
, Invesco Canada's Senior Vice President, Marketing and e-Services. "Our new
Portfolio module helps us accomplish that goal."
Portfolio, advisors can add Canadian mutual funds and ETFs to their clients' portfolios using an intuitive drag-and-drop system. Portfolio attributes are instantly updated as changes are made. Current and proposed client portfolios can be compared side by side, and advisors can create a printable, personalized proposal document for client presentations.
suite of tools is entirely Web-based, so advisors are free to access
from any computer with internet access.
Financial advisors can access
, as well as training videos and support materials, by logging in to
Note: With the addition of the
Portfolio module, Invesco Canada will retire its Portfolio Sense tool before the end of June of this year. Advisors who have documents saved within Portfolio Sense should save them to their own computers, as they will no longer be accessible after
June 30, 2013
Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the simplified prospectus before investing. Copies are available from your advisor or Invesco Canada Ltd.