Products - Investment Planner

Investment Planner enables advisers to create powerful investment strategies for their clients and select appropriate products and funds. Unlike traditional systems, Investment Planner incorporates portfolio x-ray, goal setting, risk profiling, asset allocation, forecasting and portfolio construction into a single process, giving advisers a consistent and seamless approach to creating an investment plan. The result is that high quality, professional investment plans and recommendations are created quickly and easily.

Key benefits:

• Easy-to-use tool for advisers to generate more investment business
• High quality, robust, recommendations created easily and consistently
• Extensive graphics and reports enhance adviser-customer interaction
• Increased case sizes and ongoing relationships generated through goal-based planning
• Acquisiton of existing client assets through portfolio x-ray and re-balancing analysis
• Help advisers position your products or funds within client portfolios
• Build stronger relationships with advisers by providing the tools they need to provide great advice