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Asset Reviewer

 

The Asset Reviewer tool will allow you to compare new and existing investment products in one place. It can provide three outcomes for your customers - 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, with a streamlined journey from start to finish, allowing you to work more efficiently.

  • 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
  • Comprehensive reporting and evidence of research

Asset Reviewer's flexibility allows you 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 the matching of products to funds

Additional features include:

  • Auto population of fund charges when calculating existing investment projections
  • Intelligent remodelling and rebalancing, allowing you to easily remodel existing funds and compare costs against current fund arrangements
  • Minimum and Maximum fund allocation options available when specifying funds for both remodelled and new investment
  • Create and save allocation templates within a case

View our other products -

Tools Image
View Existing Investment Sample Report View Existing Investment Sample Report
View New Investment Sample Report View New Investment Sample Report
Register for a free demonstration register for a free trial
 

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01892 669494

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