The investment tools, built in partnership with Morningstar are available via the Sippcentre website with additional functionality available to advisers registered with Sippcentre in the secure area of the website.
AJ Bell Marketing Director Billy Mackay said “This new development provides Advisers with a single, integrated information repository and enhanced research options. It has been developed as a result of feedback from advisers who use the platform and introduces a number of new features to help inform the investment decision making process.”
The new investment research centre offers:
Easier access to comprehensive investment research. Different investments (fund, ETF/ETC, investment trust and equity) each have their own page, making it simpler to research by investment type.
Comprehensive fund documentation. A single point of access for all funds terms, factsheets, Key Investor
Information Documents and simplified prospectuses.
‘Quickrank’. Rank investments according to filters including fees, charges and performance. This will quickly filter and access research on more than 7,000 funds, 1,200 ETFs/ETCs and 600 investment trusts.
‘Screener’. Allows funds, ETFs and investment trusts to be viewed based on filters including investment type, performance, risk and Morningstar ratings. Equities can be filtered according to the chosen exchange, performance and risk.
X-ray analysis. Review existing and model portfolios by performance, asset allocation, sector exposure, geographical distribution, style and stock overlaps.
Model portfolio functionality. Create model portfolios and as an added convenience models can be exported into the model portfolio tools to provide an efficient and streamlined way of managing any portfolio.
News content. The latest investment news and market index charts.
Mackay continues “With such a comprehensive investment universe it is important that we offer tools that simplify the selection process. Our tools help with all research through to selection, creation and then monitoring of the portfolio. We will continue to enhance these tools and details of further developments will be announced later in the year.”