by
Elizabeth Moran | Dec 17, 2013
If you are an existing client, you can now access the “Client Portfolio Dashboard” through your MyFIIG account. This is a significant enhancement, providing you with transparency of your cashflows (out to five years) and a view of your portfolio construction in diagrammatic format (see below). If you login to MyFIIG you’ll be able to see these new features.
If you don’t have access to MyFIIG already, then please call our Client Services team on 1800 010 181.
Financial advisors are now able to provide new clients with IRESS Xplan data feeds using the latest data file specification. Existing clients will be progressively migrated to the new version in the early part of 2014. This capability provides a greater level of accuracy and transparency, separating cash from bonds for the first time on the Xplan platform.
MyFIIG dashboard screenshot
