Portavista

 

Address: The Southmark Building

               3 Barrington Road

               Altrincham

               Cheshire

               WA14 1GY

 

Tel: 0845 003 0707

 

Email: enquiries@portavista.co.uk

 

Web: www.portavista.co.uk

 

Services Offered

Portavista is a platform that any IFA can register for and use the services provided. There are no explicit charges for using Portavista and as it develops it will give IFAs access to 1200 collective investment funds and a wide range of product wrappers. Access to the platform can be direct or client details can be pre-populated from an Advisers’ back office system.

 

Benefits to Financial Advisers

Portavista is a platform for Intermediaries to manage their clients’ product and investment needs in a way that suits both the fee based and the commission based models of remuneration – therefore offering more flexibility to the Intermediary.

In addition, by integrating with the advisers’ back office system it can provide valuation, reporting and compliance data from the platform.