Web-based Portfolio Management

Stop wasting your valuable time managing data, and free up your time to manage your clients. By choosing Partnervest's PVPortfolio both you and your customers can have exceptional account and performance reporting without the hassle.

When you sign up for Partnervest's PVPortfolio we work with you to make sure that all your customer and portfolio data is accurately converted to our system. Once we've converted your data to PVPortfolio, we will educate and train you on the how to access the information and reports you want. Partnervest's PVPortfolio solution doesn't stop there; we continue to provide personal service and on-going support for all facets of PVPortfolio. PVPortfolio allows you to:

• Concentrate your energies on your client, not on managing client data.
• Enjoy top quality technology without the development and support overhead.
• Increase efficiency by letting Partnervest download and manage your client data.
• Access all functions of PVPortfolio anytime, anywhere via the Internet and your web browser.
• Save time and money by avoiding software and hardware expenses.

Using PVPortfolio allows you to have all the benefits of high-end portfolio management software without the costs of software licensing and maintenance fees, customization fees, and data-download fees. Additionally you save in potential labor costs since you don't need to worry about hiring someone to download, scrub, and reconcile data. PVPortfolio is competitively priced and offers personal support from the Partnervest team.

PV Portfolio users will have access to client account, performance and transaction information through the internet. Users can view and edit client information, create groups and create presentation quality reports. Each user is assigned a role that determines their personal level of access. Virtually every field in the database can be hidden, set to read-only, or given full edit privileges. You can create an unlimited number of customized user roles for each user or type of user in your organization.

PV Portfolio provides a simple web-based interface that is easy to learn and navigate. All functions are clearly organized and labeled, and are accessible from drop-down menus as well as a navigation pane that can be hidden or displayed as needed. PV Portfolio provides both advisors and management with a robust reporting library of over thirty different reports. Customize the reports to include colorful graphs, company/advisor information and disclaimers. The reports are downloaded in a PDF format allowing each advisor to review the reports before sending them off to clients.

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