The demo tool allows you to discover a short-version portfolio report that can be produced in portfolio tools and calculators, if you don’t have access please register here. The comprehensive tool enables you to build a personalised, including your practice logo, a one fund or blended portfolio report. You can showcase: where the portfolio is invested, how the portfolio is performing, how the portfolio is diversified across asset classes and manager weighting, top holdings and sector allocations, and portfolio commentary.