AdviserViewSM
Put AdviserView to Work for You!
Powerful online portfolio reporting for NPC Managed Accounts. AdviserView is available to all NPC Investment Adviser Representatives (IARs) - at no additional cost. AdviserView is NPC's Web-based portfolio reporting system which offers NPC IARs convenient, 24-hour access to client portfolio performance and asset allocation information.
From full-color performance reports - updated daily as of the prior day's close - to benchmarking capabilities, AdviserView provides the flexibility and timely information you need to effectively manage your clients' assets.
AdviserView gives you the power to…
- Create search criteria in your client's portfolio
- Control which reports to view by selecting specific time periods
- Enhance reports using benchmarking capabilities to compare your client's portfolio performance against a variety of indices
- Customize portfolios to suit a range of clientele - from the average client to high net worth individuals
