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.