Toronto-based Invesco Canada Ltd. Wednesday announced the launch of an enhanced version of its in sync suite of Web-based tools, which now allows financial advisors to build, analyze and compare custom portfolios, including competitor products, for their clients online.
“As an independent investment management firm, our aim has always been to provide flexible, convenient and comprehensive tools to help advisors make the best choices for their clients,” said John Maniatis, Invesco Canada’s senior vice president, marketing and e-Services. “Our new in sync Portfolio module helps us accomplish that goal.”
With the module, advisors can add Canadian mutual funds and ETFs to their clients’ portfolios using an intuitive drag-and-drop system. Portfolio attributes are instantly updated as changes are made. Current and proposed client portfolios can be compared side by side, and advisors can create a printable, personalized proposal document for client presentations.
Financial advisors can access in sync, as well as training videos and support materials, by logging in to www.invesco.ca.
With the addition of in sync Portfolio, Invesco Canada says it will retire its Portfolio Sense tool before the end of June of this year. Advisors who have documents saved within Portfolio Sense should save them to their own computers, as they will no longer be accessible after June 30.