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Online access to your financial world. Industry leading, innovative financial management software.
Aggregated investment valuations and analysis 24 hours a day 7 days a week. Your money at your fingertips, on any device, anywhere.
The key to Alpha Digital Connect (ADC) valuations is the aggregation of data. ADC tracks details of investments from a wide range of product providers including most major international life insurance companies, pension providers (SIPP & QROPS) mutual funds and banks. We use the most-timely pricing available to us for both asset prices and for foreign exchange where a conversion is required.
A range of tools to analyse investments are also available, either at portfolio or holding level, including fund fact sheets, price performance and benchmarking charts for each individual holding and value, as well as volatility and performance charts for each portfolio of assets.