30 AUG 2020

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Ardan’s new platform is here

We’ve launched our new look Ardan Platform. It offers you a quicker and more intuitive experience, with a more personal and flexible system which puts you firmly in control.


Easy to navigate landing page

Once you’ve enrolled (see details below) you’ll arrive at our all new landing page where you can see the total value of all of the portfolios in your user account, displayed in your default currency.

All of your client portfolios will be clearly listed here and you’ll be able to access portfolios held in multiple ownership structures in this one online account.

All of this will save you time and streamline your client processes.


Individual portfolio screens – improvements

You’ll be able to choose a portfolio to work with from the landing page and once in that individual page, along with basic information about the portfolio, you’ll see the overall portfolio value in its base currency. We now display all Cash Accounts in the actual, true currency of that account meaning you won’t have to keep flipping between currencies anymore.

FX is automatic so it will be effortless to trade between assets with different currencies.

Another improvement sees the screen display Available Cash – this is money that is not yet invested. It automatically takes into account the cash retention limit and any trades in progress. Essentially, it’s a summary of the cash available to invest.


Model Portfolio Service – putting you in control

We’ve put you in control of your Model Portfolios.

You will select and link your clients’ portfolios to the Model Portfolio of your choice. Instead of us linking any of your new portfolios to a Model Portfolio, this is now in your hands.

You don’t need to take any action on your existing portfolios linked to a Model Portfolio as we will automatically transfer those for you from the old platform to the new.

Take a look at our new Model Portfolio Guide for further details.


Performance

We’ve moved all asset performance information to the Download Valuation area of the platform. The PDF document will provide a simple summary of the overall performance of the portfolio versus the total amount paid in, along with a breakdown of the performance of each asset held within the portfolio.


How can I access the new system?

First steps:

New users - If you’re signing up with us for the first time, you’ll be asked to complete the online access form and submit it to us. We’ll then set you up with the appropriate permissions and you’ll receive an email containing an enrolment link.

Existing users - We’ll send you an email containing an enrolment link. You’ll need your existing User ID and an up-to-date mobile number. The mobile number must be the same number we currently hold for you as our new two-factor authentication process means we will send an access message to that number.

Next steps:

Both new and existing users - We’ll send a single use security code to your registered mobile phone number, which you’ll be asked to enter on screen. You’ll then be asked to create a password and answers for 3 security questions.

You can now log in to the Platform and get started.


Support and guidance

We have put together some videos to talk you through the platform’s new functionality, these are available on the Platform tutorials page.

If you have any queries about the platform, please contact James Parsons , Graeme Ison or Liz Munyard.


What else has changed?

Our new application form, pricing schedule and asset list is now available in our downloads section (add link). You should now start using the new application form and pricing schedule.

We also have a new FAQ section.


What’s next for the all new Ardan platform?

This is just the beginning. We’ll be introducing a series of enhancements, with online application functionality due next, so watch this space.