FundsNetwork business centre

The FundsNetwork Business centre contains a comprehensive range of free fund selection tools and essential FundsNetwork documents and access to our new tax planning area.

Use Fund listings to find out the latest prices of any fund from all FundsNetwork fund partners, or find out more about our full range of products.

Tools

	Charting tool Chart the price performance of funds, stocks and shares, or financial indices over time. To make comparison easier and help inform your financial decisions, you can also chart the relative performance of up to four financial instruments.

	Client Profiler tool Help establish your client's attitude to risk and choose an investment solution from our Portfolio Manager funds

	FundFinder tool A one-stop fund analysis and research service. Carry out a quick search, or refine your search using 14 filters to find for example, a specific fund, manager or IMA category.

	Portfolio Planner tool The Portfolio Planner can assist face-to-face Advisers with portfolio construction and tailored asset allocation.

Reporting

	Reporting Services Access data and client information that will help you run your practice more effectively. Via a secure website, we offer a wide range of reports including re-registration status, income distributions and ongoing reports. Client data remains confidential and you specify the frequency of most reports and for some, whether you continue to receive copies in the post.

	Fast track your client reporting Generate personalised portfolio reporting, including up-to-date valuations, transaction statements and a comprehensive portfolio breakdown. Obtain geographic, sector and fund-style exposures for individual clients or in batches. If you already use Client Management you can log on and use these tools now. Find out how to obtain access to Client Management