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Showing 1 - 3 of 3 results for "Portfolio Online"

IOOF upgrades Pursuit functionality

JAMIE WILLIAMSON  |  MONDAY, 26 SEP 2016
... introduced a new automatic re-weighting function to its Pursuit platform. The new feature, available through Pursuit's Portfolio Online portal, allows advisers to choose between re-weighting client's portfolios to a desired percentage or to automate ...

AMP boosts SMA service

COMPANY RELEASE  |  WEDNESDAY, 2 JUN 2010
... technology arrangement would make it easier for planners and customers to customise and manage their investment portfolio online. "The new online service allows customers to implement most types of changes and transactions online, including trading shares ...

IOOF launches user-friendly investment tool called IPS

... can be invested, and portfolios can be changed quickly and at minimal cost via our unique online service, IOOF Portfolio Online," said Mr Wilson.
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