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

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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