View your portfolios updated daily

Portfolio weightings going back to the start of the investment or a selected date range to monitor performance of each stock by each month.

All assets, property, personal details etc and held on the client management platform can be viewed securely, prices updated daily at any hour on your phone, tablet or computer.

Useful graphs you can manipulate with date ranges. See Performance Value, Volatility and Weighting.

Alerts: Set stop loss or buy alerts on funds or stock

Clients have full access to our Customer Relationship Management system. Full cloud access allows you to view your portfolio’s at a glance from any location updated 24/7, keeping you informed about your wealth. There never need be a mystery of what you’re worth at any one time.

Valuations

As a client you can choose to receive easy-to-follow monthly or quarterly statements or if you prefer, just log in at any time and view your investments, individual funds, unit prices and values. 

As a client of Simmons Consulting, your investment portfolio, a property portfolio or any other asset of value, all can be added to the service allowing you to track performance and calculate your net worth at any time.

Our service provides daily pricing, past performance, and powerful comparison and charting tools and market intelligence so that you can take control of your investments anytime, anywhere you have an internet signal.

You can set stop loss or buy alerts on funds or stock you own or are considering to purchase