Rapid Reviewer is an online tool which enables you to complete your client reviews quickly and easily.
A time saving tool which:
- Provides rapid reviews for individual and multiple clients, multiple investments and group pension arrangements.
- Includes a bulk upload feature which significantly reduces time spent entering fund information for analysis.
- Compares existing portfolios with a remodelled portfolio, including past performance, within the same report.
Delivering real value:
- Reviews and compares the fund performance within Pensions, ISAs, Bonds, GIAs, savings plans and other investment products.
- Illustrates the cumulative past performance rates in monetary terms and as percentage growth.
- Shows relative performance of the existing fund(s) against sectors, inflation RPI/CPI indices and selected Morningstar Indexes.
- Demonstrates all costs associated with the investment review period to meet MiFID II requirements.