SLG LiveSite Portlet

MyFolio Lookthrough

SLG LiveSite Portlet

Create personalised reports for clients invested in the MyFolio funds using the MyFolio Lookthrough Tool.

The report gives a full breakdown of your client’s portfolio including the percentage and value invested in each underlying fund.

Select from the following options depending on how you would like to generate your MyFolio Lookthrough reports:

Single client report

Launch tool - create a report for an individual client.

Multiple client reports

Template upload – download a template and complete with client details.

Manual entry – enter client details onscreen to generate the reports.