Enhancing the MyFolio experience
Since the launch of the Standard Life Investments MyFolio fund range more than seven years ago, the MyFolio team have sought to provide advisers with the support necessary to keep their clients fully informed on their investments. With this goal in mind, the MyFolio Lookthrough Tool was designed as a means of giving advisers quick and easy access to detailed fund information and the ability to create customised reports.
Flexibility and control
As part of an ongoing commitment to provide valuable insight to advisers, and based on feedback on what kind of information advisers wanted us to share, Aberdeen Standard Investments recently launched an extended version of the Lookthrough Tool. Located at www.aberdeenstandard.com/lookthrough, the new Lookthrough Tool offers a comprehensive source of up-to-date information on the MyFolio range, as well as enhanced customised reporting options that allow for greater control over the fund information advisers can share with clients.
Simple and intuitive, the Lookthrough Tool allows advisers access to the latest reports and updates at fund range and shareclass level, as well as the option of drilling down to more granular information, such as key facts, commentary, holdings and asset allocation. It also offers the ability to chart absolute and relative fund performance over multiple time periods. Enhancements to the client reporting function mean advisers can create customised reports for up to 20 clients at a time, while selecting the appropriate content for each; saving time and delivering a more tailored client experience.
The improvements give advisers the flexibility to use the Lookthrough Tool and the information it contains in the most beneficial way for their clients and their businesses, providing additional opportunities for more-informed client conversations, while also helping to meet due diligence obligations.
By offering greater control and flexibility, the Lookthrough Tool further strengthens the MyFolio proposition; complementing the extensive risk-rated fund range and delivering an investment solution that enriches the adviser/client relationship.
Tax treatment depends on the individual circumstances of each investor and may be subject to change in the future. We recommend that you seek financial advice prior to making an investment decision.
The details contained here are for information purposes only and should not be considered as an offer, investment recommendation, or solicitation, to deal in any of the investments and does not constitute investment research. We do not warrant the accuracy, adequacy or completeness of the information contained herein and expressly disclaims liability for errors or omissions in such information and materials.
Any research or analysis used in the preparation of the information has been procured by us for our own use and may have been acted on for our own purpose. Some of the information may contain projections or other forward looking statements regarding future events or future financial performance of countries, markets or companies. These statements are only predictions, opinions or estimates made on a general basis and actual events or results may differ materially.
No information contained herein constitutes investment, tax, legal or any other advice, or an invitation to apply for securities in any jurisdiction where such an offer or invitation is unlawful, or in which the person making such an offer is not qualified to do so.