The Mondial Helicon Plus Service is intended to provide a tool for clients/investors and their advisers to improve the intensity of information flow. Whilst the financial services world is buried under a mound of information, it remains rare to find useful information that pertains to INDIVIDUAL BALANCE SHEETS. The Helicon Plus (H+) facility therefore seeks to measure critical personal investment data.

The service is divided into three parts as follows:

LEVEL ONE: Aggregation

The process of collecting price feeds and other electronic data from various forms of assets is highly variable. The quality of the price feeds will determine the accuracy of the valuations. Investors are thefore advised to note the comments annotated under “The Accuracy Buttons”, as this will provide insight into how prices are collected.

The aggregated values will be divided into a balance sheet as follows:

• Real Estate
• Portfolios
• Schemes (regular savings).
• Other assets (usually assets which cant be priced easily).
• Trading Accounts
• Cash.

LEVEL TWO: Analysis

The levels of analysis are designed to provide a mix of data on both separated and aggregated basis. The areas of analysis are expected to include:

• Performance
• Risk (Standard Deviation).
• Correlation.
• Composition.
• Stop/Loss facilities.
• Asset Watch facilities.

LEVEL THREE: Probability Analysis

See "Retirement Calculator"