This technology integration ensures advisers can follow, track and download reports for all client portfolios without having to request reports directly from Octopus. It will be particularly useful when used in conjunction with the investment company's discretionary portfolio management solution, Octopus Portfolio Manager.
Karen MacKenzie, desktop product manager, 1st Exchange, explained: “We believe client choice is of the utmost importance and our advisers have access to the widest range of products and services on the market.
“With this new partnership with Octopus Investments our users can now receive a completely automated schedule of bulk updates and valuations for all their clients in a single file, including all investments, cash and portfolio assets held – offering significant time savings on valuation and client servicing activities.”
