Platform enhancements

Our aim is to make our platform increasingly easy to use, with functionality that evolves in line with your changing requirements and those of your clients.

This is an ongoing process, with new enhancements being made all the time.

 

Now live

We have already enhanced the platform by introducing a new Funds & Shares Service (F&SS) dealing area, an F&SS XO account for SIPPs, a client app and straight through transfers through ORIGO.

Find out more

In the pipeline

We are currently working on a variety of other developments, including improved report building functionality and an extension to the F&SS XO to cover ISA and GIA.

Find out more

Now live

Investment performance tool

Analyse and generate reports on the performance of a client’s account or portfolio over a selected period, against a selected benchmark.

Portfolio x-ray

Quickly analyse the asset allocation, stock sectors and underlying holdings that make up a portfolio.

Bulk Dealing and Model Portfolio Service

Create model portfolios and manage them efficiently by ‘bulking’ together individual client instructions. Auto and ad-hoc rebalancing features make it easy to bring individual client portfolios back in line with a given model portfolio.

If you invest through AJ Bell Investcentre’s Funds & Shares Service you can also use our suite of cash management tools.

Summary of transactions

View an at-a-glance summary of transactions in and out of your clients’ accounts, including overdue transactions which have not been processed due to insufficient funds.

Cash management

Set up and manage regular disinvestments either for an individual stock, or proportionately across the whole portfolio of eligible assets. Create one-off and regular cash movements to transfer any available money between the SIPP cash account and the Funds &smp; Shares Service cash account, or vice versa.

Regularly invest

On your clients’ behalf via our SIPP, ISA, JISA or GIA on a monthly basis, without incurring any dealing charges.

The secure area of the site also has the following useful new features.

Bespoke client view area of the website, and new mobile app

A new mobile app and client view area to improve accessibility to account and portfolio information.

CGT tool

Ability to view for all GIA clients’ transactions that are subject to CGT, calculate the liability based on ‘actual’ and ‘what if’ scenarios and execute trades based on those ‘what if’ scenarios. Summarise each client’s capital gains, and any tax due on them.

F&SS XO account

Available through the Funds & Shares Service, this new execution-only account gives your client full flexibility and control over the funds held within it, allowing them to place deals on all or part of their SIPP accounts.

A new online application process

Ability to stop and restart applications.

Case tracking

Immediately view the status of transfers.

Straight through transfers

Initiate an automated message through ORIGO that will start the process, request money and complete the transfer with no need for user interaction.

In the pipeline

ISA and GIA XO dealing

As an extension to our Funds & Shares Service XO dealing option, this new option gives your client direct control over their investments, allowing them to place deals on all or part of their ISA and GIA.

Adviser branding

Customise the colours of the client-facing areas of the website to match your corporate identity, and link in your logo to complete the branding experience. Changes will carry through to the client pages, mobile app and any reports generated.

Improved reporting functionality

Choose from a range of standard client report templates, or create your own bespoke versions using our report building functionality.

Bulk dealing and model portfolio tools enhancements

Rebuild of our bulk dealing and model portfolio to provide easier access, more efficient individual and bulk transaction processing, and improved reporting.

Single point of data entry

Using an integrated interface, you can create illustrations and use them to automatically populate the online application process, or create an illustration from the data entered in online applications.

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