A unique tool that allows you review and compare existing and new investment products in one place, whilst providing a clear audit trail of research and analysis for review and compliance purposes.
It provides three outcomes for your client; either to retain or remodel existing investments or switch to a new product.
The user experience is simple and the tool is easy to use, enabling you to work more efficiently and allowing you to:
- Easily source new Bonds, ISAs, Collectives and OEICs.
- Compare investment products with associated key features.
- Complete portfolio reviews including Attitude to Risk (ATR), all in one place.
- Assess potential tax implications for investment reviews.
- Include non-structured products in the review.
- Provide comprehensive reporting and evidence of research.
This flexible tool gives you the ability to:
- Create your own templates for Asset Allocation, Funds and ATR.
- Compare over 35 key product features.
- Use the Fund Research tool with multiple filters on over 50,000 funds, enabling matching of products to funds.
Subscribers to Adviser Home benefit from a preferential rate. Bigger discounts are available if bought as part of a package with other pension planning tools.Your subscription includes training and unlimited telephone support, 9am – 5pm, Monday to Friday except Bank Holidays.