Within Helicon, Imperium Capital’s on-line portfolio aggregation system, we offer two levels of service: Helicon, and Helicon Plus. Helicon gives clients the ability to monitor their portfolios on an “as-of-last night” basis. Whilst minute-by-minute or second-by-second transactions are not visible, clients are able to benefit from viewing daily changes in their balance sheet.
With Helicon Plus, our add-on services to the basic Helicon system, extra analytical data is designed to help the strategic management of a client’s portfolio. Features include on-line valuations, risk analysis, fund fact sheets and various charts to assist in strategic portfolio decisions.