Products - Investment Planner

We can help you to build a holistic picture of a customer’s assets in four stages

1. Fact finding

  • Assess the customer’s current arrangements by product type and fund
  • Set multiple goals
  • Conduct a psychometric risk profile
  • Assign a risk category from 1- 10

2. Financial planning

  • Compare current and target asset allocations
  • Analyse the efficient frontier
  • Conduct stochastic forecasting and likelihood of meeting goals
  • Conduct scenario planning

3. Formulating advice

  • Select products from available wrappers
  • Construct portfolios (incl models and shortlists)
  • Select and analyse funds from full range of collectives and securities

4. Reporting

  • Produce a customer report with graphics and the ability to edit content

Please contact us if you would like to know more.

Our clients say

"Investment Planner is a significant addition to our investment process and helps to enhance the efficiency we offer to IFAs and the value they give to their clients."

- Joanne Evans, Marketing Director Canada Life

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