Lowes Financial Management has launched a portfolio analysis tool for users of its client-facing website CompareStructuredProducts.com.
SP-Perspective is designed to give users of the site a comprehensive overview of products invested in via the comparison site as well as the ability to add legacy investments dating back to 2006. The system, which aims to provide investors with an overview of their total structured product portfolio, includes at-a-glance details of products held. Information includes index ‘strike' levels, capital-at-risk barrier levels, time-line of events in the portfolio's lifecycle and a breakdown of plans maturing in certain tax years. The software also includes a counterparty breakdown tool g...
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