MICAP’s Portfolio Builder lets you compile a bespoke portfolio of investments, select the year and amount of each investment, and will then analyse that portfolio for you.
Instantly you’ll receive a breakdown of charges, returns, sectors, objectives, tax wrappers, minimum expected durations and more. Our Portfolio Timeline will illustrate the targeted time frame for income payments, return of capital and any growth and tax reliefs, allowing you to demonstrate to your clients when they should expect to receive back an amount equal to their initial investment.
You can even see an analysis of the MICAP Impact Assessments of the underlying investments, all prorated to the amounts invested.
Portfolios and all associated analysis are fully printable, allowing you to present multiple investment strategies to your clients and assess them together.
If you require more help, why not book a free online demo with one of our team?