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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 Profiles Module
Creating suitable, diversified investment strategies that meet the needs of your clients is core to your business. InvestmentView offers the tools you need to analyze portfolios, search for suitable investments and support comprehensive investment strategies.
FACT SHEETS AND PROFILE REPORTS
+ Highlight topics to discuss with your client including composition, sector and geographic break-down, past performance, performance against peers and detailed fee information.
+ FINRA compliant reports with configurable cover page, firm branding and disclosures and security-type color coding
+ Lipper Leader Rating System integration showing ratings in Total Return, Consistent Return, Preservation, Tax Efficiency and Expense.
+ Integration of Lipper Fund Awards highlighting award-winning funds.
Fact Sheets and Profile Reports Samples
Exposure Sample Reports
