PRODUCTS

Rapid Reviewer

INVESTMENT & PENSION CLIENT REVIEWS

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Rapid Reviewer was launched last Spring and has been designed to help make client reviews of pensions and investments more efficient and to help financial advice firms meet their MiFID II obligations covering charges.

A walkthrough video and sample report are available to view on our website.

INCLUDED IN PACKAGES:

DOWNLOADS:

Sample Reports

INTEGRATED WITH:

A time-saving tool which:

Provides rapid reviews for individual and multiple clients, multiple investments and group pension arrangements.
Allows users to add Bespoke Funds, with any performance data; ideal for those working with restricted investment portfolios.
Includes daily data updates containing historic performance information going back 10 years.
Allows users to customise the review period, to produce accurate analysis up to and including the previous working day.
Demonstrates all costs, contributions and withdrawals associated with the investment review period to help meet MiFID II requirements.
Offers iO Store users full integration.

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.
An option to compare existing portfolios with a remodelled portfolio, including past performance, within the same report.
Allows users to produce one Client Review Report with multiple plan reviews.