MyFolio Lookthrough Tool

The MyFolio Lookthrough Tool has been designed to enable you to access performance, the latest fund updates and commentary quickly and easily, with options for flexible fund charting and creating customised client reports.

MyFolio Lookthrough Tool

MyFolio Lookthrough Tool

“The new, enhanced tool allows higher levels of adviser and client customisation, a much broader offering of fund reporting tools and easy servicing of multiple clients – a huge time saver for advisers. We are confident it will be well received by the adviser community and would take this opportunity to thank them for their continued support.”

Michael Beveridge, Head of UK Wholesale

Lookthrough Tool

User Guide

Looking into Lookthrough

The lang cat reviewed the MyFolio Lookthrough Tool and produced a report with their thoughts. Read the report for yourself.

Download report