Q: I have a few questions about the new Portfolio Analytics service.
1. How does the Portfolio Analytics service differ from the Portfolio Review service that was offered in the past few years?
2. I don't see the Portfolio Review service anymore on your web site. Has it been cancelled?
3. A lot of personal financial information about me would be stored somewhere on your servers. How is this data protected? What is the privacy policy?
4. Has 5i Research ever been hacked?
5. Morningstar has an "Instant X-Ray" tool, which is used by Sunlife where my DCPP is held. Is your tool similar to this X-ray tool, where I can x-ray my portfolio at ANY time myself to get asset class, sector allocation, country weightings, stock style, fixed income style, etc. It's not clear to me that I will be able to do this myself at any time I want, or will I need you to "x-ray" my portfolio for me?
6. Information changes all the time with DRIPs, buy and sell transactions, etc. It would be up to me to keep the information up to date in this system. Every time I do that would I get a new report automatically pointing out over or under allocations, suggestions for improvements etc.? I guess the question is how many times in a year can I get a "second opinion" from this service?
1. How does the Portfolio Analytics service differ from the Portfolio Review service that was offered in the past few years?
2. I don't see the Portfolio Review service anymore on your web site. Has it been cancelled?
3. A lot of personal financial information about me would be stored somewhere on your servers. How is this data protected? What is the privacy policy?
4. Has 5i Research ever been hacked?
5. Morningstar has an "Instant X-Ray" tool, which is used by Sunlife where my DCPP is held. Is your tool similar to this X-ray tool, where I can x-ray my portfolio at ANY time myself to get asset class, sector allocation, country weightings, stock style, fixed income style, etc. It's not clear to me that I will be able to do this myself at any time I want, or will I need you to "x-ray" my portfolio for me?
6. Information changes all the time with DRIPs, buy and sell transactions, etc. It would be up to me to keep the information up to date in this system. Every time I do that would I get a new report automatically pointing out over or under allocations, suggestions for improvements etc.? I guess the question is how many times in a year can I get a "second opinion" from this service?