Offering a new approach to financial planning and advice, the F1RST iPortfolio Service from F1RST Financial Services is a fully integrated,
internet-based service designed to manage, monitor and report on your entire collection of investment portfolios in an efficient manner.
Online Access
The F1RST iPortfolio Service will bring together all of your investments – Unit Trusts, PEP’s, ISA’s, Pensions, Bonds etc, in one place,
where you will be able to view them online whenever you like. The onscreen information includes everything from the current overall value of all your
assets together with sector and geographical spreads, either overall or for each of your individual products. It also provides a greater level of detail
in your investments than was previously possible.
Performance
You will see the performance of investments whenever you like by logging on using a secure password. Holding all the information relating to your assets
and investments in one place allows us to make adjustments, using real-time information together with the knowledge and understanding of your complete
situation.
Wide Range of Investment Options
F1RST iPortfolio Service provides you with access to a variety of managed funds and direct assets, which means that with our help you can
make sure you are spreading investments over various asset classes with varying risk profiles.
Quality Service
F1RST iPortfolio Service will simplify and speed up the plan-writing, reporting and management of your portfolio. This means that we will
spend less time dealing with paperwork and more time with you, which will result in us providing you with the best quality advice and ensuring a strong
relationship built on trust.
Features Of F1RST iPortfolio Service
The structure of investment products is changing and our F1RST iPortfolio Service is a more efficient means of managing your assets:
- An online service enables you to consolidate and view all of your assets and liabilities in one place
- Real-time valuations allow you to track your investments
- Discounts on Fund Managers charges
- Ability to manage the taxation of your portfolio efficiently
- Wide range of investment options
- Transparency of charging structure
- Minimises the paperwork involved with holding a diverse investment portfolio
Tax Effeciency Of Your Portfolio
- The F1RST iPortfolio Service enbles you to invest in a range of tax-efficient products, such as ISAs, Offshore Bonds, Onshore Bonds and SIPPs
- The F1RST iPortfolio Service platform will include tax calculators to identify and minimise any liabilities
- Produces one consolidated tax statement which outlines your tax position across all your platform investments
- The functionality should simplify the completion of your annual tax return
F1RST iPortfolio Service - Providing Investment Research Expertise
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With so many funds and products on the market to choose from it can be difficult to select the right ones, however, we are here to support and provide
you with investment research expertise.
We provide clients with a detailed analysis of their needs and circumstances to determine where they should spread their investment and will then
constantly manage that portfolio in line with investment objectives.
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