My Portfolio

Rosan Helmsley clients have online access to their portfolios. Unit prices are updated daily.

Rosan Reporting

Welcome to Rosan Reporting.

This service will allow clients to download detailed reports in PDF format. Reports can be tailored to individual categories, such as ISA, Pension or VCT, for example, as well as downloading a complete summary of the total portfolio.

These documents will include detailed profit and loss statements at the individual holding level as well as projections of retirement benefits in actual and inflation adjusted terms.

Clients will be able to download and store valuations as often as they like in their personalised library within Rosan Reporting, making it easy to access historic portfolio information.

Login To Reporting

 

Client valuation schedules will be delivered in an automated format per individual client service agreement, depending on whether clients are ‘Financial Planning’ or ‘Wealth Management’ clients. ‘Financial Planning’ clients receive annual schedules and ‘Wealth Management’ clients receive quarterly valuations.

We will continue to invest heavily in improving our technology and delivering class leading reporting and communication to all our clients.

My Portfolio WIP

Other Technology Developments

We are committed to continuing to invest heavily in technology and will be launching our new App, to compliment the Reporting valuation service we launched in July, in Q2 2020.

This tool will offer a different dynamic, with the content designed to be primarily for mobile devices and will provide a number of additional features and functionality over and above the information provided via Rosan Reporting. We are developing links to specific fund fact sheets and fund data, as well as more comprehensive information on performance matrix, which will provide a more interactive experience.