Fully Supporting Advisers
We provide a suite of investment management tools to support the investment process, which enables you to concentrate on managing your clients' needs.
* Assessing client suitability - our intuitive Risk Profiler Questionnaire (which has been independently reviewed by international business psychology consultants Edgecumbe Consulting) helps you to determine your clients' attitude to risk and agree their risk mandate.
* Investment selection - from a wide range of Investment Managers, you can select the preferred investment strategy for your clients.
* Online risk mapping and asset allocation - we provide a range of risk adjusted investment solutions and recommend the optimal asset allocation to meet the investment strategy you have selected for your client.
* Product recommendation - we will provide you with a client facing Investment Management Report to support the proposed asset allocation you have agreed with your clients.
* Online application - through our smart technology, you can submit the application online, and produce a suitability report for your client.
* And ongoing basis, we provide; online valuations, weekly commission reports, annual tax statements and automatic rebalancing of your clients' portfolios.