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Investment summary

Our investment module builds a holistic picture of the customer’s assets and supports the transfer of assets to the target portfolio asset allocation, thereby enriching long-term investment-related relationships.

Contents

You can build a holistic picture of a customer’s investment assets in four stages:

Fact finding Financial planning
  • Assess the customer’s current arrangements by product type and fund
  • Set multiple goals
  • Conduct a psychometric risk profile
  • Assign a risk category (showing tolerance to risk in monetary terms)
  • Compare current and target asset allocations
  • Analyse the efficient frontier
  • Conduct stochastic forecasting and likelihood of meeting goals
  • Conduct scenario planning
Formulating advice Reporting
  • Select products from available wrappers
  • Construct portfolios (including models and shortlists)
  • Select and analyse funds from the full range of collectives and securities
  • A customer report is produced with useful graphics and the ability to edit content

Benefits

In 2011, our income tax calculator, lifetime income and objective planner, risk profiling tool and savings calculator were all star rated by F&TRC.

Advisory businesses

We can help you deliver compliant investment planning advice that takes into account the client’s needs, risk profile and existing assets. This also includes alignment to our risk rating categories.

Our reports provide you with quality graphics, a risk profile and scenario planning results to ensure your client understands the importance of effective investment planning – giving you the opportunity to ensure they understand their attitude to risk and have invested in suitable assets.

Asset managers

We can help advisers deliver compliant investment planning advice that takes into account the end customer’s needs, existing assets and income.

Our reports provide quality graphics, a risk profile and scenario planning results to ensure the end customer understands the importance of effective investment planning and the role that attitude to risk plays as a part of that.

As risk rated funds grow in popularity, perhaps you’d like to make sure that yours are amongst the options the adviser can choose from when looking for funds directly aligned to a risk category?

Providers & Platforms

We can help you deliver compliant investment planning tools and advice that takes into account the client’s needs, existing assets and income.

Our reports provide you and your advisers with quality graphics, a risk profile and scenario planning results to ensure the end customer understands the importance of effective investment planning – giving you the opportunity to ensure they understand attitude to risk and have suitable investments in place.

Please contact us, to find out how we can enrich your customer relationships.