Recording and maintaining funds price, sector and asset data is a specialist task and one that would take the full time attention of more than one person, even to manage a modest spread of assets for a limited number of clients. However having access to this data is a necessary part of producing valuations and meaningful portfolio analysis.

There are many data feeds available, however rather than cater for all, we have taken the pioneering step of building tight integration with what we consider to be “best of breed”. This has enabled us to: