These solutions will help you keep on top of your portfolio with some handy functionality to save you time.
Self-directed investors often have money spread across numerous asset classes and among different institutions. Collating the paperwork required for tax reporting as well as the analytics required to gain good insights into overall investment performance and net wealth can be challenging. Portfolio management tools help to make this process easier.
Some examples of solutions available for out-sourcing the management of your portfolio are as follows.
BigFuture is designed to help both the beginner and the expert understand their total wealth position, become more financially literate, and plan their financial future. It offers three modules:
BigFuture describes itself as as a digital mentor.
The Stocklight app provides self-directed investors with the information they need – from stock prices, to company announcements and research updates – easily collated, at their fingertips.
Stocklight is a native mobile app available for iPhone, iPad and Android devices that keeps investors up-to-date automatically, sending data straight to their phone or tablet.
You can discover Portfolio Management solution options via WealthBricks, here.
Written by: TJ Ryan