Adviser Home has worked with Selectapension from the start and we are pleased to see it expand its scope to include new investment tools. In brief:
• The new Asset Reviewer allows you to compare new and existing products and funds all in one place
• The tools allow you to use your existing risk assessment software
• You can use Asset Reviewer to conduct your research and generate an audit trail for future review and compliance
• You control the input and the software generates the client report
• You make more efficient use of your time and ensure that your clients portfolios match their requirements
Choice of Webinar
A live demo is really the only way to see what Asset Reviewer can do for you and your business. And a webinar is the most time- efficient way to get that demo! These webinars will last no more than 30 minutes and we have a choice of dates for you...
Tuesday 4th March 10am
Wednesday 5th March 11am
To register just email [email protected] indicate your choice of session and include your telephone number, thanks.
If any of your colleagues would like to attend then please feel free to forward this invite on to them.