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Join the Linkedin InvestmentView group
Chances are, you already know many people who are LinkedIn®!
LinkedIn® is the leading professional network tool online, used by over 2 million professionals worldwide. Access to special InvestmentView Group features on LinkedIn® is FREE, and is available to all Individual and Institutional InvestmentView users. Whether you use LinkedIn® already or you're new to LinkedIn®, please join the InvestmentView Group.
Leverage the power of the InvestmentView LinkedIn® network to find and reach the new business contacts you need to:
- Limit your network searches to other InvestmentView members only, if and when you wish to do so
- Accelerate your career through referrals and networking with other InvestmentView users
- Know more than a name-view rich professional profiles from fellow InvestmentView users
To join InvestmentView LinkedIn® group, follow this link
Once your InvestmentView user status is validated, your LinkedIn group icon will be activated. If you are not a current InvestmentView user, your email request may be denied.
Diversity of Delivery
Thomson ONE
As an integrated part of the Thomson ONE Desktop and web platform workflow, InvestmentView is available alone or as part of a seamless integration with Thomson's other Wealth Management offerings, including Market Data, Book Management, Asset Allocation, Financial Planning, Performance Measurement, Charting and more.
CD-ROM Delivery
Allowing for offline access to the InvestmentView modules, CD-ROM delivery offers advisors and institutions flexibility in accessing the tools they need. Through the configuration of CDs with firm-focused product universes, Fund and Insurance companies are given the ability to promote their products within the InvestmentView tool set.
White-Label, API and Module Integration
Understanding the customization needs of many firms, the InvestmentView modules are available via a fully functional web platform ready for firm branding and customization, through individually delivered functionality modules and via API allowing for maximum customization.
InvestmentView Presentations
The ability to effectively communicate complex ideas is essential to your success. This module allows you to generate clear, persuasive presentations that support your recommended investment strategies. Report outputs are rendered in PDF format for easy storing, printing or emailing. A full set of robust financial calculators provides ready answers to complex financial questions.
PRESENTATION REPORTS
Rolling Periods
Focus on the total return performance over different specified periods for a single security, portfolio or comparison of securities
High/Low
Show the beginning, ending, high and low prices of a single security with their corresponding dates for a specified period of a monthly, quarterly, semi-annual or annual basis
Price & NAV Distribution
Details a security's total return performance, including all prices, income and capital gains distributions over a specified period on a daily, monthly or annual basis
Hypothetical Illustrations Samples
Sample Reports include Rolling Periods, High/Low Report, and Price and NAV Distribution Report
