Portfolio Builder update V4.0

Please click on the update link below for the Portfolio Builder update V4.0. This update can be applied to versions 1.9 to 3.9. If you hold an earlier version of Portfolio Builder please call the Business Support Team on 08456 410 410.

Portfolio Builder allows a financial adviser to create a view of a client's financial position incorporating investments held both inside and outside the Selestia Investment Solutions investment platform. If you wish to find out more about Portfolio Builder please speak to your Skandia regional consultant.

Steps to download

1. Click on the link below.
2. When the options to open or save appear choose 'Save' and save to your desktop.
3. Once this is loaded you can double click on portfoliobuilder.exe.
4. After the installation, run the Portfolio Builder software to check that the version number is V4.0. This information is displayed in the top right-hand corner of the screen.
5. Portfolio Builder should now be updated!

Portfolio Builder Update

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