Benefits and Features
Focuses your Investment Selection
Investor enables you to compare any investment graphically against one another through a simple means of dragging and dropping. This is particularly useful when it comes to benchmarking.

Enhances the Sales Proposition
Production of expert visual aids in the form of graphs and tables that reflect your skilled approach, either in front of the client or in preparation prior to the visit.

Client Portfolio Management
Expertly creates and manages your client’s portfolio while monitoring any volatility in the market.

• Tracking and reporting of lump sum and Recurring Transactions
• Transactions purchased from ‘Favorites’
• Display of % allocation of Instruments in a portfolio
• Updated graphing of client portfolios e.g. Portfolio Market Value Graph

Make Informed Risk Based Decisions

Ability to compare risk as well as return, thereby enabling you to match your client’s risk to the funds available in their portfolio and other potential funds on the market. Investment Data, translates into easy to read graphical tools, so as to save time in the decision making process.

Fund Commentary
Investor includes important information about the various funds such as the fund mandate, the identity and c.v. of the Fund Manager. The Fund Manager commentary is designed to inform the Advisor and provide assistance in the selection of the right stocks and funds for the Client.

Adapt to Market Changes quickly – Real time information
Latest investment data downloaded on a daily basis, thereby keeping you up to date all the time with the latest prices, volumes, yields, asset composition, risk, fund size and commentaries. Caters for all types of investments (JSE share prices, local and overseas indicators, unit trust prices, money market rates, exchange rates, deposit rates, annuity rates, life office portfolio performance and container investment returns)

Easily integrates with your existing business tool
Integrates with your Spotlight Contact Management system, thereby eradicating the need for duplication of capture.

Creating Personalized Benchmarks
Real returns, index, individual and composite benchmarks to measure the performance of their client’s portfolio’s against.

Comparative Analysis and Graphing
The Price History Graphs can be set to include or exclude the income earnings, both graphs can also be represented to provide a comparison to show earnings against price growth only. Annualised returns can be shown if the reporting period is less than 12 months. Graphs can be rebased to zero for comparison purposes and the results can be customized to include or exclude income.

Comparative Analysis

• Return Rank – It provides the ability to rank funds on a return basis
• Risk / Return
• Portfolio Exposure
• Consistency – It provides the ability to rank funds on the consistency of their performance.
• Sector ranking
• Projected returns between different funds
• Fund size – Compare fund size and track the changes in fund size to ascertain the flow of funds from one quarter to the next.

Historical Comparisons
A drag and drop facility allows the Financial Advisor to compare the growth and return of various funds by superimposing the one graph over the other. It is also possible to compare different instruments in this way. For example you can compare the performance of a share to the performance of a unit trust fund and to the performance of a particular index such as the JSE All Share.

Creating and Saving Searches and Filters
The original searches can be filtered to refine lists of Instruments for reporting or comparisons.

Customization of Features and Options

• Personalized screen colors, company logo on all reports and printing
• Hide Task List, News display while updating and mini graphs
• Simultaneous updating of Spotlight and Investor
• Ability to show or hide labels on the risk/return graph