The VisiPlan Products
module contains more than 3,000 investment products,
including managed funds and Australian share market
stocks. The research data for the managed funds
is provided by Morningstar and is updated weekly.
This research data includes:
Unit prices
Distributions
Asset allocation
Performance history
Minimum investment requirements
Fund manager information
Investment strategy
MER
Brokerage & fee details.
Advisers
can update share prices for Australian sharemarket
stocks daily from the Internet. You can also add
and update other products, such as rental properties,
international sharemarket stocks and fixed interest
products.
Registered users can also view InvestorWeb
researched products.
