12 JAN 2021
Enhancements to the Ardan Platform
We have made some improvements to our Platform that makes it easier for advisers and their customers to view how their portfolio is performing.
When you click onto the individual portfolio view screen, you will see a number of new fields that make it easier to see how the portfolio is performing. These are:
- Total amount invested over the life of the portfolio
- Total withdrawals over the life of the portfolio
- Total gain/loss of the portfolio (including withdrawals) shown as a percentage
- Total book cost of each asset
- Total gain/loss of each asset shown as a percentage
Ardan Head of Sales James Parsons said: “We’ve listened to feedback from advisers and their clients who wanted an instant snapshot of how their portfolio is performing.
“We said when we launched our new look Platform last August that it was the beginning of a process to make Ardan the leading internationally focussed platform. These changes are the first of a series of enhancements that we plan to roll out in 2021.”