The Investment Switching tool will allow you to compare new and existing investment products. It can provide three outcomes for your customers – either to retain or remodel existing investments or switch to a new product.
  • Switch existing investment products, ISA’s, Bonds and Collectives or source a new investment type, giving you a like-for-like comparison across the market.
  • Compare fund portfolio asset allocation with target asset allocation.

This tool includes critical yields, the ability to build and maintain fund portfolios, compare existing fund performance vs new fund performance and filter by features & financial strength. We have a range of DFM Strategies and model portfolios to select.

Full training and ongoing telephone support are included with this subscription.

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Investment Switching

Packages

Premium & Ultimate