Solomon provides a comprehensive on line valuation service. For schemes and portfolios that Solomon manages, you have daily valuations from a wide variety of providers. For schemes managed by other advisors, there is a facility for manual updating. Bank accounts and other investments, such as wine cellars and classic cars, can also be added.
There is also a useful consolidated section for properties, which includes mortgage information and rental yields. All of the information can be input in local currency and then reported back in a number of valuation currencies.
Many clients use this service to summarise their balance sheet in one place and provide a one stop overview of their financial portfolio for themselves, their families and their executors.