InnoVue
InnoVue allows you and your clients to access account information anytime, anywhere. Using a standard web browser, users can access easy-to-understand portfolio information. More sophisticated users can drill down into greater levels of detail - including a high-level portfolio overview, a detailed list of investments including tax lot information, and a schedule of recent transaction activity. Charts and graphs are also available to present asset allocation percentages and relative market values.
Download InnoVue PDF Product Sheet
InnoVue allows you and your clients to access account information anytime, anywhere. Using a standard web browser, users can access easy-to-understand portfolio information. More sophisticated users can drill down into greater levels of detail - including a high-level portfolio overview, a detailed list of investments including tax lot information, and a schedule of recent transaction activity. Charts and graphs are also available to present asset allocation percentages and relative market values.
Download InnoVue PDF Product Sheet